Skip to content
Log inSign up
Templates
Create intake and client record from form submissions

Create intake and client record from form submissions

Your web lead form entries arrive without intake context, delaying outreach and muddying campaign attribution. Capture intake and client records automatically so coordinators start outreach same day.

Create intake and client record from form submissions

Overview

Web form submissions often arrive without intake structure, stalling outreach and breaking attribution. This flow turns each submission into a linked client/party record and an intake entry so coordinators can begin outreach same day and marketing retains source context.

Create intake and client record from form submissions