Email and capture intake form leads for triage
Email and capture intake form leads for triage
Your intake form responses arrive unprocessed, leaving coordinators without contact or appointment context and delaying client follow-up. They are emailed and pushed to CRM for same‑day triage.
Overview
Intake submissions frequently land in disparate places, forcing coordinators to chase callers and miss bookings. This flow captures each submission, emails a formatted intake summary, and posts a lead to your CRM so coordinators can assign cases and follow up the same day.