Add web inquiry leads to CRM and notify team

Your web inquiry contact records arrive without CRM context, leaving reps without account status or employee size. Capture and classify each lead for sales so follow-up happens same day.

Overview

Incoming web leads often lack account context, forcing reps to hunt for status and delaying outreach. This flow logs each inquiry to a shared sheet, updates or creates the CRM record, and pings the owner so a rep can act the same day.