Create lead row and email agent for new lead

Your inbound lead forms arrive without agent routing or tracking, delaying broker follow-up and pipeline accuracy. The lead is logged and the assigned agent is notified so follow-up occurs same day.

Overview

Incoming web leads must reach the assigned broker instantly or outreach windows close and conversion drops. This flow captures each submission to your broker lead sheet, emails the assigned broker, and keeps counters updated so outreach happens same day.