Add new form leads to project intake sheet
Add new form leads to project intake sheet
Your social lead form submissions are unstructured, leaving project coordinators without consistent contact or scope details. Leads land in a standardized intake sheet for coordinators to action.
Overview
Leads from social forms often arrive messy and untriaged, causing coordinators to scramble and schedules to slip. This flow standardizes those leads into your intake sheet and sends a structured payload to downstream systems so coordinators can act same day.