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Create intake tasks from web lead form submissions

Create intake tasks from web lead form submissions

Your intake form submissions arrive untracked, leaving enrollment staff without contact context for triage and scheduling. Leads become task records for intake coordinators, enabling same-day outreach.

Create intake tasks from web lead form submissions

Overview

Unprocessed web leads slow enrollment and force manual triage. This workflow turns each submission into a standardized task for intake coordinators, so they see and act on new leads within minutes and enable same-day outreach.

Create intake tasks from web lead form submissions