Create intake records from new funnel signups for team
Create intake records from new funnel signups for team
Your funnel signups aren't recorded in intake, leaving intake coordinators without context for triage and document prep. Get leads added to the CRM so coordinators can screen and respond same day.
Overview
When funnel signups don't make it into intake, coordinators lose context and client conversion stalls. This flow captures those leads into your intake CRM and delivers normalized contact details so coordinators can screen and respond same day.