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Create client intake card from ad lead submissions

Create client intake card from ad lead submissions

Your ad lead form submissions arrive untriaged, causing follow-up delays and missed bookings. Leads become assigned intake cards ready for same-day outreach.

Create client intake card from ad lead submissions

Overview

When ad leads arrive they should create work items immediately so your intake coordinators can follow up the same day. This flow creates intake cards, attaches contact details, and routes tasks to the right coordinators for faster outreach.

Create client intake card from ad lead submissions