Streamline web inquiries into client intake for IT

IT admins see web inquiries clog sales inboxes, causing intake coordinators to miss leads and delay case intake. Create client records and intake cases from each form so intake teams begin triage.

Overview

Leads slip through when web inquiries pile into shared inboxes, stalling intake and risking lost opportunities. This workflow converts each form submission into a client record and intake case so coordinators start triage immediately, eliminating missed follow-ups and improving response coverage.

Notable Features

Create client records automatically
Open intake cases from submissions
Notify intake coordinators instantly