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Create client intake, update records and send texts

Create client intake, update records and send texts

Your intake emails arrive unstructured, leaving client details scattered. It creates a clean intake row, updates client records, and sends qualification texts so staff can triage same day.

Create client intake, update records and send texts

Overview

Intake emails often arrive unstructured and slow your team's ability to qualify cases and schedule calls. This flow captures intake details, creates a client row and record, and sends a qualification SMS so staff can triage leads the same day.

Create client intake, update records and send texts