Create CRM lead records from aged-care web submissions
Create CRM lead records from aged-care web submissions
Your aged-care support form submissions arrive untracked, so intake coordinators can't triage or follow up. They become CRM leads for triage and same-day contact.
Overview
Untracked web intake slows outreach and wastes intake coordinators' time. This flow converts each qualifying support submission into a linked CRM person, lead, and note so your team can triage and contact prospects the same day.