Create new lead record and send to CRM
Create new lead record and send to CRM
Your intake form submissions arrive unstructured, forcing operations to manually tag source and case details. They become structured lead records and route to intake CRM for same-day qualification.
Overview
Stop manual intake work and ensure every web inquiry becomes a structured lead record that your account managers can act on. This flow delivers submitted leads into your database and intake CRM within minutes, enabling same-day qualification and faster outreach.