Add new intake form leads to campaign and sheet
Add new intake form leads to campaign and sheet
Your intake form submissions arrive without campaign tags or owner assignment, so prospects sit uncontacted and outreach context is lost. They go into your campaign and sheet for same-day follow-up.
Overview
Intake forms are your top lead source but they often land with missing tags and no owner, which slows first contact. This flow writes each submission into your campaign and analytics sheet so campaign managers and reps have full context and can execute same-day outreach.