Add website lead rows and trigger intake workflow
Add website lead rows and trigger intake workflow
Your contact form submissions arrive without intake context, leaving coordinators to chase details and delay consult scheduling. It captures fields and starts intake tasks so you can reply same day.
Overview
When website inquiries arrive as unstructured submissions, intake stalls and response SLAs slip. This flow captures each submission into your lead sheet and fires a reusable intake workflow so coordinators can triage and respond the same day.