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Create lead records from new client intake form

Create lead records from new client intake form

Your intake form submissions arrive untracked, leaving coordinators with no context to triage. It converts each submission into a tracked lead so case managers can follow up same day.

Create lead records from new client intake form

Overview

When intake forms don't create tracked leads, case managers lose time and potential clients go uncontacted. This pipeline guarantees each qualifying submission becomes a tracked lead in your intake system, enabling intake coordinators to prioritize and contact prospects same day.

Create lead records from new client intake form