Create intake record from ad form lead for project intake

Your ad form leads arrive unstructured, missing company and contact details, delaying assignment and kickoff. Intake records are created for coordinators to triage and start onboarding same day.

Overview

Unstructured ad leads create manual work and slow project starts; this flow turns each form submission into a ready intake record. By posting structured contact and company data into your intake system, coordinators can triage and begin onboarding the same day.