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Update deal records from client intake form submissions

Update deal records from client intake form submissions

Your intake forms don't update deal records, leaving reps without organization or service context. Form answers are mapped into the right deal so your team has full context within minutes.

Update deal records from client intake form submissions

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Overview

Intake forms often land without being connected to deals, which leaves reps under-informed and slows outreach. This flow patches submitted client details directly into the matching deal and alerts the owner so reps have full context within minutes.

Update deal records from client intake form submissions