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Create new contact records from agent form submissions

Create new contact records from agent form submissions

Your intake form collects agent referrals that go unprocessed, leaving contact details incomplete and delaying conveyancing setup. Create deduplicated contacts so intake can begin same day.

Create new contact records from agent form submissions

Overview

Agent referrals often arrive through your intake form and sit unprocessed, slowing file setup and client follow-up. This workflow converts each qualifying submission into a deduplicated CRM contact so intake begins same day and outreach happens within minutes.

Create new contact records from agent form submissions