Skip to content
Update intake leads for case managers before follow-ups lapse

Update intake leads for case managers before follow-ups lapse

Your intake form entries arrive with missing lead IDs, leaving case records stale and follow-ups missed. Case managers receive completed lead records and consent flags so outreach happens before the next workday.

Update intake leads for case managers before follow-ups lapse

Workflow preview:

Zap details:

Update intake leads for case managers before follow-ups lapse