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Create sales deal and contact from intake form

Create sales deal and contact from intake form

Your intake form submissions for aesthetic consultations land untracked, delaying follow-up and leaving prospective patients uncontacted. Creates contact and deal records so outreach starts same day.

Create sales deal and contact from intake form

Overview

When intake forms sit idle, high-intent aesthetic patients go uncontacted and bookings slip. This flow turns each submission into a person and deal, assigns ownership, and logs the lead so business development can outreach same day and keep pipelines moving.

Create sales deal and contact from intake form