Tag new enquiry rows with source and clear fields
Tag new enquiry rows with source and clear fields
You get enquiry submissions in a sheet that arrive unlabeled and need manual cleanup, delaying intake and routing. The workflow tags and clears those rows so coordinators can route leads within minutes.
Workflow preview:
Zap details:
Overview
Unlabeled enquiries force coordinators into manual triage and slow down outreach. This flow automatically tags and cleans incoming rows so intake staff can see normalized records and route leads within minutes.