Create validated lead records from new intake entries

Your lead intake often arrives without an owner or database record, causing delayed qualification and missed follow-ups. Create validated lead records and notify owners so outreach starts same day.

Overview

Intake rows that land without owner context slow down qualification and cause missed follow-ups; this flow captures each new entry as a validated lead record and notifies the owner immediately. Your project managers and reps can begin outreach the same day, improving handoffs and response time.