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Create or update lead from patient intake form

Create or update lead from patient intake form

Your patient intake forms arrive without CRM records, causing scheduling delays and lost clinical context. Leads are created or updated so coordinators can triage and schedule same day.

Create or update lead from patient intake form

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Overview

Intake forms that don't map to CRM records leave coordinators scrambling and patients waiting; this flow captures and matches submissions into your CRM automatically. Coordinators get a populated contact and intake context within minutes, enabling same-day triage and scheduling.

Create or update lead from patient intake form