Create routed lead records from mobile form entries

Your mobile lead form submissions with treatment and billing questions arrive untriaged, delaying outreach. Leads are routed into your lead table for outreach coordinators and billing staff same day.

Overview

Untriaged form questions slow outreach and reduce appointment yield; this flow turns those mobile submissions into routed, contact-ready lead records so outreach coordinators and billing staff can act the same day. It enforces matching by email, tags source as mobile, and tracks outreach attempts so follow-up is timely and auditable.