Create lead row from website enquiry in sheet

Your website enquiries lack structured intake, leaving marketing unable to prioritize broker leads. Centralize submissions into an intake sheet so campaign managers can triage and assign same day.

Overview

Website enquiries often arrive unstructured and miss your intake process, delaying outreach and costing broker time. This flow captures each enquiry into a centralized intake sheet, converts submission details into PDFs, and flags disclosures so campaign managers can triage and assign same day.