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Create service intake record from contact form submission

Create service intake record from contact form submission

You get contact submissions about recoveries without structured intake, delaying coordinator triage. It posts intake details to your case system so coordinators can triage leads same day.

Create service intake record from contact form submission

Overview

Manual intake handoffs slow triage and let high-priority enquiries slip. This workflow posts structured intake records from contact forms into your case system and notifies coordinators so leads are triaged same day.

Create service intake record from contact form submission