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Create lead records and upload submissions to server

Create lead records and upload submissions to server

Untracked form submissions force your ops team to manually move files and lose lead context. It records submissions to a spreadsheet, uploads the file to SFTP, and notifies coordinators same day.

Create lead records and upload submissions to server

Overview

Stop manual handoffs between forms and fulfillment so coordinators can act immediately. This flow automatically records each submission, moves a file copy to your SFTP, and alerts the right people—enabling same-day processing and follow-up.

Create lead records and upload submissions to server