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Create client records from intake form and notify team

Create client records from intake form and notify team

Your intake form submissions go unprocessed, delaying case setup and first contact. Leads are created and intake coordinators receive a formatted summary so they can act same day.

Create client records from intake form and notify team

Overview

When new intake forms sit unprocessed, case setup and first contact lag and prospects cool off. This workflow converts each submission into a lead record and emails a readable intake summary to coordinators, enabling same-day outreach and faster case starts.

Create client records from intake form and notify team