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Create client and marketing contact from each new lead record

Create client and marketing contact from each new lead record

Your new lead records lack synced client and marketing entries, so intake can't prep bookings. It creates client and contact records so bookings and outreach happen same day.

Create client and marketing contact from each new lead record

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Overview

Reduce intake friction by turning every new lead row into both a scheduling client and a marketing contact so intake and outreach always have context. This eliminates manual copying and gets bookings and campaigns moving same day.

Create client and marketing contact from each new lead record