Create prospect sheet row and send welcome email

Your admin contact form submissions arrive unprocessed, causing inconsistent prospect records and delayed outreach. It logs each entry to the prospect sheet and sends an intro email for same-day follow up.

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Overview

Stop letting administrator contact submissions sit in inboxes; this flow captures each form entry into your prospect sheet and sends an immediate intro email so sales ops can qualify leads same day. The result is reliable follow-up and faster intake for senior tax advisors.