Create intake records from web forms for case teams

Your program application submissions lack contact context, delaying coordinator triage and placement. Captures full applicant profiles for program coordinators to triage and place same day.

Overview

When applications don't make it into the CRM cleanly, coordinators spend hours chasing context and dates. This flow captures each submission, normalizes screening decisions and dates, and creates a linked intake record so case teams can triage and place applicants the same day.