Create reporting rows and alert team for new leads
Create reporting rows and alert team for new leads
You miss visibility when phone-call and web-form leads aren't added to your reporting sheet, leaving PPC calls unprioritized. They arrive in the sheet and your team is alerted for same-day callbacks.
Workflow preview:
Zap details:
Overview
When phone calls and form leads aren't logged centrally, callbacks slip and PPC spend underdelivers. This flow writes every inbound lead to a single reporting sheet and notifies owners by email and SMS so callbacks happen same day.