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Create intake tasks from social lead form sign-ups

Create intake tasks from social lead form sign-ups

Your social lead form sign-ups lack intake context, so coordinators miss urgent eldercare referrals. Leads become intake tasks so coordinators can triage and contact families same day.

Create intake tasks from social lead form sign-ups

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Overview

When social leads arrive without intake detail, coordinators can’t prioritize urgent eldercare referrals and outreach stalls. This flow turns every form submission into a structured intake task, so your intake coordinators can triage and contact families the same day.

Create intake tasks from social lead form sign-ups