Add new funnel contacts to leads sheet and notify team
Add new funnel contacts to leads sheet and notify team
Your funnel signups lack an owner or central record, delaying outreach and same-day trial bookings. Add them to a shared leads sheet, push into CRM, and send an SMS so staff can convert same day.
Overview
When funnel leads don't reach your shared dataset and CRM, trial classes go unbooked and staff scramble. This flow captures every landing‑page contact into your leads sheet and membership CRM, and triggers an SMS plus an internal email so staff can book same day.