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Create new client intake records and alert team

Create new client intake records and alert team

You receive Facebook leads in your inbox untracked, delaying intake and prep for consultations. Leads are logged to a central sheet and trigger email alerts so you can contact prospects same day.

Create new client intake records and alert team

Overview

When Facebook leads land untracked, intake slows and consultations get delayed. This flow ensures each lead is logged, emailed to your intake inbox, and forwarded to the case intake system within minutes so your team can contact prospects same day.

Create new client intake records and alert team