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Send intake emails and record marketing event for submissions

Send intake emails and record marketing event for submissions

You get intake submissions without clinic location, delaying triage and leaving coordinators unsure. The workflow routes each submission to the right clinic inbox and logs a marketing event for same-day follow-up.

Send intake emails and record marketing event for submissions

Overview

Intake forms that don't reach the right clinic create triage delays and put membership coordinators behind. This flow delivers each submission to the appropriate clinic inbox and records a marketing event so teams can act within minutes.

Send intake emails and record marketing event for submissions