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Create intake and alert intake team from lead forms

Create intake and alert intake team from lead forms

Lead form responses missing region or phone data stall intake and delay case setup. It creates intake records, assigns timezone, and notifies intake coordinators so contact occurs same day.

Create intake and alert intake team from lead forms

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Overview

Unstructured lead-form responses can stall intake and let viable cases slip. This flow captures every submission, normalizes region and timezone, creates a contact record, and alerts intake coordinators so outreach happens same day.

Create intake and alert intake team from lead forms