Create CRM lead and client folders from uploads
Create CRM lead and client folders from uploads
Your intake uploads sit unprocessed, delaying case assessment and triage. The flow creates CRM records, client folders, and confirmation emails for same-day intake.
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Overview
When intake files pile up unprocessed, case triage stalls and client experience suffers. This flow turns each form submission into a CRM lead, linked case, and stored client folder so intake coordinators can act same day.