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Create intake records from funnel opt-ins for cases

Create intake records from funnel opt-ins for cases

Your funnel opt-ins arrive without case details, leaving intake teams unable to prioritize consults. Capture and route intake entries to the CRM so coordinators can start outreach same day.

Create intake records from funnel opt-ins for cases

Overview

Funnel leads often arrive with missing context, which slows intake and risks missed consults; this flow captures and enriches each opt-in so intake coordinators get complete records. That means faster prioritization and outreach—start contacting qualified leads the same day.

Create intake records from funnel opt-ins for cases