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Create leads and assign service area from job forms

Create leads and assign service area from job forms

Your intake forms lack normalized location and eligibility, slowing triage. The flow creates CRM leads, assigns service areas, and sends a quick email so coordinators respond within two business days.

Create leads and assign service area from job forms

Overview

Intake submissions often arrive without normalized location or eligibility data, which slows triage and misroutes applicants. This flow standardizes postal prefixes, finds the nearest service area, creates a CRM lead, and sends an intake email so coordinators can reach applicants within two business days.

Create leads and assign service area from job forms