Add web intake submissions to lead tracking sheet

Your website intake form responses arrive unlogged, forcing manual copy into a lead sheet and delaying callbacks. The workflow captures entries into your lead sheet so coordinators can follow up same day.

Overview

Intake form responses often sit untracked, creating manual work and missed calls; this flow ensures every submission lands in a central lead sheet and triggers your intake sub-workflow so coordinators can act immediately. That means fewer missed callbacks and consults scheduled same day, improving capture and client experience.