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Create intake contacts from messages and notify team

Create intake contacts from messages and notify team

Your website and SMS lead messages are unfiltered, letting spam and duplicates delay intake and case triage. Leads get classified, added to CRM, and intake is notified so follow-up occurs same day.

Create intake contacts from messages and notify team

Overview

Stop triaging raw website and SMS leads manually — intake delays let high-value cases slip away. This flow classifies messages, creates CRM contacts, and pings your intake staff so consultations are scheduled same day.

Create intake contacts from messages and notify team