Add intake form submissions to onboarding lead queue
Add intake form submissions to onboarding lead queue
Your intake form submissions arrive unstandardized, delaying triage and assignment for client onboarding. Capture and forward complete leads to your intake system for same-day triage.
Overview
When intake forms come in with inconsistent contact or eligibility details, your project managers and intake coordinators spend hours cleaning records. This flow captures, normalizes, and delivers clean leads to your intake queue within minutes so teams can triage and assign same day.