Create intake lead rows from incoming web submissions
Create intake lead rows from incoming web submissions
Your intake submissions arrive untracked, scattering lead details and delaying follow-up. The workflow records each lead in a central sheet and triggers follow-up so intake staff can respond same day.
Workflow preview:
Zap details:
Overview
Stop manual copying and missed consults by routing every web contact into one lead sheet and kicking off enrichment. Intake coordinators get complete records and can contact prospects the same day.