Add new form leads to intake and CRM
Add new form leads to intake and CRM
Your form entries arrive unstructured and delay case creation, leaving intake coordinators without context. It captures, classifies, and posts leads so intake teams have ready records same day.
Overview
Unstructured form leads slow intake and waste follow-up time. This flow captures, normalizes, and classifies each submission then creates a ready lead in your intake table and client case system so teams can begin outreach same day.