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Create lead and case folder from partner form submission

Create lead and case folder from partner form submission

Partner referral form entries create untracked prospects and scattered documents that stall intake. This captures submissions into CRM and a case folder for intake coordinators to review same day.

Create lead and case folder from partner form submission

Overview

Partner referrals often arrive as unstructured form entries and attachments, which delays intake and lowers conversion. This flow turns each submission into a CRM lead, creates a linked case folder, and sends confirmations so intake coordinators can act same day.

Create lead and case folder from partner form submission