Create intake leads from structured team messages quickly
Create intake leads from structured team messages quickly
Your intake messages posted to the team intake channel often go untracked, leaving potential clients without timely follow-up. They become logged leads for intake coordinators to contact same day.
Overview
Stop letting intake requests sit in chat and become cold leads; this flow captures structured messages and creates consistent lead records for your intake team. Intake coordinators can see parsed contact and case details and reach out the same day, improving response reliability.