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Create or link intake person records in CRM

Create or link intake person records in CRM

Your intake forms sometimes include alternate-party contacts that remain unlinked. The workflow links or creates those contacts so intake and billing can act same day.

Create or link intake person records in CRM

Workflow preview:

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Overview

Intake forms often contain alternate-party contacts that never make it into your CRM, which delays outreach and billing. This flow finds or creates those people and links them to the primary client so intake and billing teams can act same day.

Create or link intake person records in CRM