Send new lead intake notifications to your team
Send new lead intake notifications to your team
Your intake form entries for new installations arrive untriaged, leaving coordinators without context and risking missed dates. This posts qualifying entries to your team channel for same-day triage.
Overview
When qualifying intake forms arrive, this workflow pushes a concise summary to your operations channel so coordinators have the context they need to act immediately. That reduces missed installation dates and gets next steps assigned same day.