Notify your team of new qualified form responses
Notify your team of new qualified form responses
Your refund intake submissions without routing leave prospective cases untriaged and slow CRM intake. Team triages and logs leads faster so CRM outreach starts same day.
Overview
Unrouted intake forms create triage delays and let refund prospects cool off; this flow sends only submissions with emails to your claims coordinators for immediate attention. That means faster lead logging and same-day CRM outreach so your small team can act quickly.