Add web form leads to shared lead sheet and notify

Your web form submissions go unrecorded, leaving campaign lists incomplete and reps without context. By logging each lead and emailing intake details, you get prioritized lead records for follow-up within minutes.

Add web form leads to shared lead sheet and notify

Overview

Leads from your site should never arrive as scattered form payloads; this flow turns each submission into a structured lead row and immediate intake email. That means campaign managers get context-rich leads and reps can act within minutes of submission.

Add web form leads to shared lead sheet and notify