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Create lead record from form and alert team

Create lead record from form and alert team

Form submissions sit untriaged, leaving intake coordinators without contact context or priority for urgent prospects. Intake coordinators get contact details and priority so outreach begins same day.

Create lead record from form and alert team

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Overview

When form leads arrive untriaged they often stall outreach and reduce conversions. This flow ensures each qualifying submission becomes a tracked lead row and triggers an immediate SMS to intake coordinators, enabling same-day follow-up.

Create lead record from form and alert team