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Create intake and contact from recall form submissions

Create intake and contact from recall form submissions

Your recall form submissions don't reach the CRM, causing missed outreach and delayed intake. It adds intake, contact, and case details to CRM so your team can start outreach same day.

Create intake and contact from recall form submissions

Overview

Recall leads must be captured immediately or outreach is delayed and intake falls behind. This flow turns qualifying form responses into contact and intake records in the CRM so intake coordinators and marketing can start outreach the same day.

Create intake and contact from recall form submissions