Create lead record from new intake form submission
Create lead record from new intake form submission
Your intake form responses arrive untracked, delaying project handoffs and client kickoff prep. They become complete lead records for project coordinators to review and act on same day.
Overview
When intake forms aren’t recorded consistently, project coordinators waste time reconciling details and client kickoffs are delayed. This flow captures each submission as a complete lead record and notifies coordinators within minutes so teams can begin onboarding same day.