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Create new client intake records from incoming emails

Create new client intake records from incoming emails

Your client intake emails sit untracked in the inbox, delaying triage and booking for new customers. The flow creates searchable intake records so staff can triage and schedule jobs the same day.

Create new client intake records from incoming emails

Overview

Stop losing time hunting intake emails — capture every incoming client message into a searchable intake record so your operations team can act immediately. Coordinators get context within minutes, enabling same-day triage and faster booking.

Create new client intake records from incoming emails