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.
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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.