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Create client record from new intake table entries

Create client record from new intake table entries

Your intake rows arrive unstructured, leaving names and phones split and forcing manual fixes. It creates a client profile with mapped contact details so coordinators can start onboarding same day.

Create client record from new intake table entries

Overview

Unstructured intake records stall outreach and burden your intake coordinators with manual fixes. This flow converts each intake row into a tidy client profile with mapped mobile contact within minutes so coordinators can begin onboarding the same day.

Create client record from new intake table entries