Add new intake form leads to your leads sheet
Add new intake form leads to your leads sheet
Your intake form submissions sit untracked, causing slow callbacks and incomplete prospect context. They are logged to a central leads sheet so follow-up happens same day.
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Overview
When intake submissions go unrecorded, your team misses same-day contacts and service opportunities. This flow captures each form entry into a single leads sheet and timestamps it, so service managers can assign and act on prospects the same day.