Create new lead and send a welcome email to prospect
Create new lead and send a welcome email to prospect
Your web form leads arrive untracked, leaving reps without contact context or next steps. It creates a lead, logs it to your sheet, and sends a welcome email so reps can follow up same day.
Overview
Uncaptured web leads create friction for reps and delay follow-up. This flow ensures every submission becomes a tracked lead, a row in your central sheet, and an immediate welcome email, so reps have context and can act same day.