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Create intake records and link submitters to contacts

Create intake records and link submitters to contacts

Your form responses arrive unlinked, leaving coordinators without contact context for triage. They get structured, contact-linked intake records for timely triage same day.

Create intake records and link submitters to contacts

Overview

Unlinked form responses force coordinators to manually match submitters and delay follow-up. This workflow records each submission to your intake table and links it to a contact so coordinators can triage new submissions the same business day.

Create intake records and link submitters to contacts