Add new lead to sheet and send welcome messages
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.
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.