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Create intake records from social lead form submissions

Create intake records from social lead form submissions

Your lead form submissions come with messy phones and sparse case details, leaving intake coordinators unable to triage. Leads are cleaned and added to intake so coordinators can reach out same day.

Create intake records from social lead form submissions

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Overview

Leads that arrive with messy phones and thin context slow down intake and cost same-day outreach. This flow turns every social submission into a cleaned, tagged intake record so coordinators can triage and contact prospects within minutes.

Create intake records from social lead form submissions