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Create qualified deal from client intake form submissions

Create qualified deal from client intake form submissions

Your intake webhooks lack clean contact and campaign context for company-formation enquiries, delaying follow-up. Capture structured contacts and UTM data into CRM deals for same-day outreach.

Create qualified deal from client intake form submissions

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Overview

Web leads for company formation and residency often arrive with messy phones and missing campaign context, stalling consultative follow-up. This flow captures form submissions, normalizes contact data, and creates person and deal records so consultants can start outreach the same day.

Create qualified deal from client intake form submissions