Skip to content
Log inSign up
Templates
Create new intake records from funnel contact opt-ins

Create new intake records from funnel contact opt-ins

Your funnel opt-ins don't reach intake, so coordinators miss timely outreach and funeral leads go untriaged. Coordinators can follow up and begin case intake same day.

Create new intake records from funnel contact opt-ins

Overview

When funnel opt-ins never reach intake, coordinators miss same-day outreach and leads go cold. This workflow captures each opt-in, formats contact data, and posts it to your intake pipeline so coordinators can begin case intake the same day.

Create new intake records from funnel contact opt-ins