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Create client intake records from drop-off form entries

Create client intake records from drop-off form entries

Your drop-off form submissions arrive unstructured, causing staging delays and missed pickup windows for donations. They are routed into intake records so coordinators can schedule pickups the same day.

Create client intake records from drop-off form entries

Overview

Unstructured drop-off submissions slow staging and create missed pickups. This flow converts each submission into a coordinator-ready intake record and standardizes pickup dates so your team can schedule and complete pickups the same day.

Create client intake records from drop-off form entries