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Create client records from web tax lead submissions

Create client records from web tax lead submissions

Your consultation form submissions go unprocessed, leaving intake untracked and callbacks delayed for tax relief prospects. Get client records created and leads logged so you can contact them same day.

Create client records from web tax lead submissions

Overview

When consultation web leads sit in an inbox, intake stalls and high-value prospects go cold. This flow creates client contacts, logs every lead in a tracking sheet, and notifies partners so follow-ups happen the same day.

Create client records from web tax lead submissions