Add website form leads to rep tracking sheet

Your website lead form submissions go unrecorded, leaving reps without contact context or a central intake record. Leads appear in the tracking sheet so reps can start outreach same day.

Add website form leads to rep tracking sheet

Overview

Website form leads often land untracked, leaving reps without the context they need to act. This flow captures each submission into a single tracking sheet and highlights new rows so reps can start outreach within minutes and keep reporting accurate same day.

Add website form leads to rep tracking sheet