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Create prospect and intake record from form submission

Create prospect and intake record from form submission

Your form submissions arrive unlinked to contacts, leaving outreach coordinators without context for follow-up. They receive unified prospect and intake records for timely outreach the same day.

Create prospect and intake record from form submission

Overview

When community interest forms aren’t linked to contacts, outreach coordinators lack the context needed for timely follow-up. This flow creates or updates a prospect and logs a dedicated intake record so coordinators can act within minutes and prepare outreach the same day.

Create prospect and intake record from form submission