Create dealer lead row and notify team for follow-up
Create dealer lead row and notify team for follow-up
You get dealer lead form submissions with messy contact details and missing context, so reps often miss timely outreach. Leads are added to a tracking sheet and emailed to sales for same-day follow-up.
Overview
Leads from online forms often arrive with inconsistent details and miss the first reply window. This flow captures every submission, standardizes the key fields, records them in your tracking sheet, pushes a copy to your CRM, and emails the dealer list so reps can act same day.