Create intake appointment records from web form entries
Create intake appointment records from web form entries
Your debt-help intake forms arrive unprocessed, leaving counselors without contact details or scheduling context. Records are created for intake teams so bookings are visible and acted on same day.
Overview
Stop letting intake form submissions sit untriaged and leaving counselors without context. This creates appointment rows immediately so program coordinators can see and act on new bookings the same day, reducing manual handoffs and missed follow-ups.