Add intake form leads to your contact list
Add intake form leads to your contact list
Your intake form responses arrive untracked, leaving leads without complete contact records or trip details for follow-up. Capture each response into CRM so your reps can contact prospects same day.
Overview
Intake form leads frequently arrive incomplete or unentered, costing you follow-up momentum and lost bookings. This flow captures each submission into your CRM, enriches the contact record, and pings your reps so outreach happens same day.