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Create CRM contact and assign intake task for applicants

Create CRM contact and assign intake task for applicants

You receive IVA intake forms that go unprocessed, leaving applicant details scattered and triage delayed. Create CRM contacts, queue a review task, and notify applicants so cases start same day.

Create CRM contact and assign intake task for applicants

Overview

Intake forms often require manual copy into the CRM, which delays triage and outreach. This flow creates the contact, queues a review task, and places applicants into the right list so your ops team can start cases same day.

Create CRM contact and assign intake task for applicants