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Create intake lead and notify intake team instantly

Create intake lead and notify intake team instantly

Your scheduled consultations lack a tracked intake record and team alerts, causing prep gaps and missed follow-ups. It creates a lead record and notifies intake coordinators same day.

Create intake lead and notify intake team instantly

Overview

If bookings aren't recorded, intake coordinators lack context and outreach slips. This flow turns every scheduled invitee into a tracked intake lead and emails your intake list so coordinators can act same day.

Create intake lead and notify intake team instantly