Skip to content
Log inSign up
Templates
Create contact and intake opportunity from website enquiries

Create contact and intake opportunity from website enquiries

Website enquiry submissions arrive without intake context, delaying triage and outreach. Build contact records and intake opportunities so intake staff can respond same day.

Create contact and intake opportunity from website enquiries

Overview

Unstructured website enquiries force program coordinators to manually create records and delay client outreach. This flow converts each submission into a contact and intake opportunity automatically, so intake staff can triage and respond same day.

Create contact and intake opportunity from website enquiries