Create intake deals from therapy form responses today
Create intake deals from therapy form responses today
You get therapy intake form submissions that never create CRM deals, leaving intake ambiguous and outreach delayed. They are added as open deals for program coordinators to act on within hours.
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Overview
When therapy inquiries don’t make it into your CRM as actionable deals, prospects cool and clinicians lack context. This flow converts qualifying form responses into people and open deals so program coordinators can assign outreach and enable same-day follow-up.