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Create contractor client records from web form submissions

Create contractor client records from web form submissions

Your web intake forms leave prospects unrecorded or missing source and message context, delaying follow-up. You build complete client records for intake coordinators to start outreach the same day.

Create contractor client records from web form submissions

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Overview

When website leads fail to land in CRM, prospects go cold and scheduling stalls. This flow captures each submission into a complete client record with source and notes, so intake coordinators can begin outreach the same day.

Create contractor client records from web form submissions