Create intake rows from website leads for intake team
Create intake rows from website leads for intake team
Your website leads land without tracking or owner assignment, causing intake delays and missed client outreach. You get consolidated lead rows and queued follow-up tasks for same-day outreach.
Workflow preview:
Zap details:
Overview
Untracked web leads create friction for intake staff and slow initial outreach. This flow captures each submission into a single lead sheet and invokes a reusable intake workflow so coordinators can start follow-up within minutes and enable same-day triage.