Add completed intake leads to your client nurture list
Add completed intake leads to your client nurture list
Your intake forms sometimes fail to trigger follow-up, leaving prospects uncontacted and case setup stalled. It adds completed intake people to your nurture list and flags records for review same day.
Workflow preview:
Zap details:
Overview
Stop letting completed intakes fall through gaps between your case system and outreach. This workflow captures intake-complete leads, pushes them into your nurture list, and flags them for review so you or your intake coordinator can contact prospects same day.