Add new lead to sheet and send welcome messages

Your lead form submissions arrive unlogged, creating manual entry and missed follow-ups. Leads are logged, owners notified, and a welcome email sent so you can contact families same day.

Add new lead to sheet and send welcome messages

Overview

Paid social leads often arrive untracked and slip through busy inboxes; this flow captures every submission into a single intake sheet, notifies the owner, and sends a welcome email. The result: families get a timely response and intake coordinators work from complete records, enabling same-day outreach.

Add new lead to sheet and send welcome messages