Add new intake form submissions to lead sheet
Add new intake form submissions to lead sheet
Your intake form submissions sit in your forms and must be copied into sheets, delaying client outreach and intake triage. Capture each submission in a centralized leads sheet and SMS the intake lead for same-day follow-up.
Workflow preview:
Zap details:
Overview
When intake responses are manually copied, follow-ups slip and conversion drops. This flow captures each submission into a shared leads sheet and pings your intake contact so staff can act within minutes for same-day outreach.