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Create new lead record from client intake form submissions

Create new lead record from client intake form submissions

Your intake form submissions for credit and tax clients sit unprocessed, delaying outreach and stalling case setup. This creates complete lead records so you can start outreach and onboarding same day.

Create new lead record from client intake form submissions

Overview

Intake forms are your top funnel source—left unprocessed they become lost revenue and slower onboarding. This flow converts each completed intake into a CRM lead and alerts your intake coordinator so outreach and onboarding start the same day.

Create new lead record from client intake form submissions