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Create client intake records from lead ad submissions

Create client intake records from lead ad submissions

Your incoming lead ad submissions often lack structured intake fields, leaving intake staff without contact or case context. Leads become CRM intake records ready for same-day outreach and triage.

Create client intake records from lead ad submissions

Overview

Leads from ad forms frequently arrive with incomplete or inconsistent details that slow intake and let potential clients slip through. This flow turns each submission into a deduplicated CRM account and linked intake record, so intake coordinators can perform same-day outreach and triage.

Create client intake records from lead ad submissions