Add verified intake leads to CRM and sheet
Add verified intake leads to CRM and sheet
Your intake form submissions with malformed emails clog lead lists and leave potential clients unreachable. It routes validated contacts into CRM and logs bad entries to a review sheet for same-day review.
Overview
Intake forms with bad or mistyped emails slow outreach and waste partner time. This flow vets submissions, updates or creates CRM contacts, and captures invalid entries to a review sheet so intake coordinators can act same day.