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.
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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.