Add new marketing leads to dashboard and alert owner

You get leads from calls, forms, chat, and emails that aren’t tracked centrally, masking channel attribution. Collect leads into a reporting sheet and send owner alerts so outreach begins same day.

Workflow preview:

Zap details:

Overview

Scattered conversion data slows campaign decisions; this flow captures every new conversion into a single reporting sheet and pings the owner so leads are visible and actioned within minutes. Marketing ops gets clean attribution and same-day follow-up without manual entry.