Create qualified intake contacts from paid lead forms
Create qualified intake contacts from paid lead forms
Your lead form submissions often arrive with merged names or invalid emails, delaying intake and first contact. Leads are vetted into CRM and logged to intake sheets for same-day outreach.
Overview
When paid leads arrive with messy names or bad emails, intake slows and potential clients go cold. This flow vets and enriches form submissions, creating CRM contacts and logged intake rows so coordinators and partners can assign matters and act same day.