Create intake leads across table, sheet, and case system
Create intake leads across table, sheet, and case system
Your website inquiry submissions arrive untracked across systems, delaying client intake and first contact. This creates unified lead records for your intake coordinators and enables same-day outreach.
Overview
Website inquiries often land in multiple places, creating extra manual work for intake coordinators and missed follow-ups. This flow captures each submission into your intake table, shared spreadsheet, phone contacts, and case system so your team can respond same day and reduce lost consults.