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Create intake items from website contact form submissions

Create intake items from website contact form submissions

Your web contact forms land in an unmanaged inbox, forcing intake staff to rekey details and occasionally miss booking windows. Get standardized board items created so appointments are scheduled same day.

Create intake items from website contact form submissions

Overview

Incoming web enquiries are often unusable until someone rekeys them, creating delays and missed bookings; this turns each submission into a standardized work item instantly. Intake coordinators receive complete records within minutes so appointments can be scheduled the same day.

Create intake items from website contact form submissions