Add new intake form note to client lead
Add new intake form note to client lead
Your intake form submissions arrive without client context, leaving coaches unable to triage or schedule. Add each submission to the lead record so coaches have full context and can respond same day.
Overview
Intake forms often arrive disconnected from your lead records, which slows triage and booking. This flow appends each submission to the lead so coaches get full client context within minutes and can respond same day.