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Create leads and deals from intake form submissions

Create leads and deals from intake form submissions

Your intake form submissions for new training clients often sit unprocessed, delaying outreach and enrollment setup. The workflow adds contact and opportunity records so outreach can start same day.

Create leads and deals from intake form submissions

Workflow preview:

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Overview

Intake forms only help if they become actionable leads; unprocessed submissions cool off and reduce enrollments. This flow creates contact and deal records and pings your sales channel so reps can follow up same day.

Create leads and deals from intake form submissions