Send intake notifications to triage channel for PI leads
Send intake notifications to triage channel for PI leads
Your PI intake form submissions sit untriaged, delaying outreach and spreadsheet updates. Get these entries to your intake team for same-day review and spreadsheet entry.
Overview
Untriaged intake submissions slow follow-up and create messy handoffs for your intake coordinators and the business owner. This flow sends qualifying PI entries straight to your triage channel so coordinators can review and capture leads for same-day follow-up.