Create CRM-ready CSV and email new lead details

Your inbound leads sit unprocessed, delaying CRM imports and slowing follow-up for urgent job requests. Receive lead details plus a ready-to-import CSV emailed to you so you can act same day.

Overview

Unprocessed leads mean slower callbacks and lost jobs; you need a frictionless handoff from capture to CRM. This flow packages each inbound lead into a ready-to-import CSV and emails it to the owner within minutes so follow-up happens same day.