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Create and update member leads from intake forms

Create and update member leads from intake forms

Your membership intake forms arrive without matched contact records, delaying case setup and initial outreach. Members are created or updated and coordinators get notified for same-day follow-up.

Create and update member leads from intake forms

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Overview

When intake forms don't map to a contact, coordinators waste time creating records and lack context. This flow creates or updates member leads, attaches the full intake, and sends confirmations so program coordinators can begin outreach the same day.

Create and update member leads from intake forms