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Create intake records and contacts from website form submissions

Create intake records and contacts from website form submissions

Your website forms can generate submissions without CRM intake records, leaving leads untriaged. It creates intake and contact records so marketing and intake can act same day.

Create intake records and contacts from website form submissions

Overview

When website leads fail to create CRM intakes, marketing can't begin timely nurture and intake teams spend time hunting for context. This flow captures qualifying submissions into contact and intake records so marketing and intake can start outreach and triage the same day.

Create intake records and contacts from website form submissions