Create intake records from landing page form submissions
Create intake records from landing page form submissions
Your landing-page form submissions lack CRM links, leaving intake coordinators without context for prioritizing outreach. It creates linked intake records so coordinators can follow up same day.
Overview
Form submissions from paid landing pages should create linked account and intake records so intake coordinators aren't blind to prior contacts. That reduces callback delays and gives coordinators case context for same-day follow-up.