Law partners capture gig driver leads into CRM

Partners handling driver intake lose gig platform leads hidden in forms, risking missed clients. Create CRM leads when gig selection is made so intake and legal qualify and assign immediately.

Overview

Partners lose intake leads when driver submissions sit unprocessed, putting potential clients and case intake at risk. This workflow captures gig platform selections into your CRM and routes them to intake and legal for immediate qualification and assignment. The result is fewer missed follow-ups and visibly faster lead handoffs, removing manual entry from marketing ops.

Notable Features

Create CRM lead records
Filter driver form by platform
Notify intake and legal instantly