Add intake form contacts to master contact list
Add intake form contacts to master contact list
Your webform submissions for injury intake arrive untracked, creating missed follow-ups and unclear source attribution. Get unified contact records and case receipts pushed to intake systems same day.
Overview
Untracked intake forms cost time and muddle attribution; this flow captures each submission into your master contact table and forwards intake details to downstream case systems. Intake coordinators and campaign managers can start outreach and reporting same day with accurate source data.