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Create contact and case folder from manual form submission

Create contact and case folder from manual form submission

You receive manual form requests to create or update contacts that lack CRM context and slow sales follow-up. It builds or updates contact records and a case folder so reps can act same day.

Create contact and case folder from manual form submission

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Overview

Manual form-based contact requests often arrive without CRM context, stalling outreach and case intake. This flow captures the submission, deduplicates by email or phone, creates or updates the CRM contact, spins up a provisional case folder and document, and opens a deal so reps can engage same day.

Create contact and case folder from manual form submission