Hey friends! I am in the mortgage business and working on building a complete online loan application for new clients. Since we are a small company, we only receive roughly 5 leads per day. In our line of work, we have an additional program that we import the loan application into. The software supports CSV import. Does anyone know of a work-around to have new leads emailed in CSV format each time they are submitted through Unbounce? I obviously know I can download a CSV of “all” leads, but this wont work as I need each CSV to be a singular applicant for it to be compatible with our loan software import. I can achieve this manually each time someone submits, but looking for a more automated system so that the leads can quickly be sent to the corresponding loan officer.
Thanks in advance!