Send intake form email to new reception leads
Send intake form email to new reception leads
Your reception call records lack a sent intake form, leaving prospects unengaged and slowing triage. Send the intake email automatically so coordinators receive form responses same day.
Overview
When reception captures a lead, the first outreach should be immediate and standardized rather than manual. This flow sends the intake form email as soon as the caller agrees, so intake coordinators and marketing ops receive completed intake data the same day and avoid chasing basic details.