Skip to content

Add qualified form leads to your tracking spreadsheet

Your deck project form submissions are scattered, causing delayed follow-up and missed estimates. It logs qualified leads into your tracking sheets so reps can begin outreach same day.

Add qualified form leads to your tracking spreadsheet

Workflow preview:

Zap details:

Overview

Inbound deck inquiries that go untracked delay estimates and erode close rates. This flow captures qualifying form responses and pushes them into your lead workbook, so estimators see new opportunities and can reach out same day.

Add qualified form leads to your tracking spreadsheet