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Create consult leads and pipeline items from form signups

Create consult leads and pipeline items from form signups

Your consultation signups arrive as raw form entries, leaving intake staff without contact records or context. Get leads and opportunities created automatically so follow-up happens same day.

Create consult leads and pipeline items from form signups

Overview

When consultation signups arrive as raw form entries, intake staff spend time manually creating contacts and can miss follow-ups. This flow captures each submission as a contact and pipeline opportunity, then notifies program coordinators so consults are scheduled the same day.

Create consult leads and pipeline items from form signups