Add new water-heater leads to intake sheet and alert team
Add new water-heater leads to intake sheet and alert team
Your water-heater form leads lack structured address and contact fields. The workflow records each lead to a master intake sheet and notifies staff within minutes.
Overview
Unstructured landing-page leads slow down dispatch and cost booked appointments; this flow captures each water-heater inquiry into a single intake sheet and alerts the team instantly. Your dispatch coordinators and sales reps can start callbacks within minutes, so more appointments are scheduled before interest cools.