Create lead and attendee row for site visit signups

Your site-visit signups arrive as isolated submissions, leaving coordinators without attendee context. It logs each signup to CRM, mailing list, and spreadsheet so coordinators can act same day.

Overview

Site-visit signups too often land as unstructured notes, forcing coordinators to compile rosters manually. This flow captures each signup into CRM, the email audience, and a spreadsheet so coordinators and sales can act the same day and avoid missed attendees.