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Create intake contacts from social leads for triage

Create intake contacts from social leads for triage

Your social lead form submissions arrive raw and unassigned, causing missed follow-ups and slow project starts. Capture and normalize contacts for program coordinators to triage and assign same day.

Create intake contacts from social leads for triage

Overview

When social lead forms arrive as unstructured records, project intake and assignment slow down and follow-ups slip. This flow turns each incoming lead into a normalized intake contact for program coordinators, enabling same-day triage and faster project starts.

Create intake contacts from social leads for triage