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Create intake row and notify intake team from lead form

Create intake row and notify intake team from lead form

Your lead form submissions often lack intake context, causing outreach delays for high-value case prospects. Intake records are created and coordinators are alerted so follow-up happens same day.

Create intake row and notify intake team from lead form

Overview

Stop letting ad form leads sit untracked and put intake coordinators into immediate action. This flow records each incoming lead in your central intake sheet, emails the intake queue, and triggers your reusable intake subflow so follow-up happens same day.

Create intake row and notify intake team from lead form