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Update case sheet from new intake form submissions

Update case sheet from new intake form submissions

Your client intake form submissions aren't recorded on the case tracking sheet, creating attribution gaps and delayed follow-up. Updated intake rows let marketing act on new entries same day.

Update case sheet from new intake form submissions

Overview

Intake forms that don't hit your case sheet break reporting and slow down outreach. This flow keeps case rows updated with source and submission references so campaign managers and marketing ops can launch segmented outreach same day.

Update case sheet from new intake form submissions