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Create company and contact from client onboarding form

Create company and contact from client onboarding form

Your onboarding submissions arrive without company or contact records, causing manual entry and delayed outreach. Profiles are created and routed for onboarding and marketing same day.

Create company and contact from client onboarding form

Overview

When new clients submit your onboarding form, manual record creation slows outreach and onboarding. This flow creates company and contact records and notifies onboarding coordinators so teams can act on new clients the same day.

Create company and contact from client onboarding form