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Create or update contact records from intake forms

Create or update contact records from intake forms

Your agent intake forms arrive without structured contact records, delaying recruiter outreach and onboarding. Centralize each submission into contact records so recruiters can follow up same day.

Create or update contact records from intake forms

Overview

Intake forms should feed your pipeline, not your inbox. This flow converts each submission into a complete contact record and triggers your reuseable update routine so recruiters and reps get standardized records within minutes for same-day outreach.

Create or update contact records from intake forms