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Create retained intake records from targeted form submissions

Create retained intake records from targeted form submissions

You get intake form submissions that never make it into your CRM and stall case intake and outreach. Create and assign CRM records automatically so intake coordinators can start outreach same day.

Create retained intake records from targeted form submissions

Overview

When qualifying intake forms never enter CRM, intake work and outreach fall behind. This flow captures those responses into tracked CRM records and routes them to intake coordinators, enabling same-day outreach and faster case setup.

Create retained intake records from targeted form submissions