Add website signups to leads and tracking sheet
Add website signups to leads and tracking sheet
Your website signup submissions arrive via webhook without routing, leaving leads unassigned and promotional context lost. Get them into your lead sheet and referral CRM for same-day outreach.
Overview
Incoming web signups often arrive without routing or promo context, slowing outreach and wasting promotional momentum. This flow writes every qualifying signup into your lead sheet and creates or updates the referral CRM so campaign managers and front-desk staff can act the same day.