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Create client contact and alert intake team immediately

Create client contact and alert intake team immediately

Your intake form submissions land only in email, creating fragmented contacts and slowing triage. This creates client records and alerts intake coordinators for same-day follow-up.

Create client contact and alert intake team immediately

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Overview

When intake submissions only live in email your intake team spends time hunting for context and follow-up stalls. This flow captures each website lead into your client and marketing records and pings intake coordinators so follow-up begins same day.

Create client contact and alert intake team immediately