Add new intake lead from updated sheet row
Add new intake lead from updated sheet row
Your intake spreadsheet rows often contain new prospect details that sit unprocessed, delaying outreach and wasting ad spend. Capture and route leads to intake staff for same-day follow-up.
Overview
When spreadsheet lead rows sit unprocessed, intake coordinators miss critical first-contact windows and potential clients drop away. This flow routes updated rows into your intake queue and posts structured lead details so staff can assign and pursue prospects same day.