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Create new lead and shared folder for applicants

Create new lead and shared folder for applicants

Your form submissions lack unified lead records and client folders, slowing qualification and follow-up. It creates a lead, a Drive folder, and a Slack alert so reps can contact applicants same day.

Create new lead and shared folder for applicants

Overview

Intake forms should become actionable leads, not manual follow-ups. This flow turns each submission into a tracked lead, a shared client folder, and a team alert so reps can qualify and reach applicants the same day.

Create new lead and shared folder for applicants