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Create external intake for new leads and appointments

Create external intake for new leads and appointments

You get new leads and appointments in CRM without intake context, causing manual lookups and scheduling delays. Automated forwarding gives structured lead data for quicker triage and same-day scheduling.

Create external intake for new leads and appointments

Overview

New leads and appointment entries often arrive without the intake context coordinators need, which creates manual work and scheduling delays. This flow forwards qualifying CRM records into your intake endpoint so coordinators receive structured details and can triage within minutes for same-day scheduling.

Create external intake for new leads and appointments