Update lead records from completed support intake forms
Update lead records from completed support intake forms
Your intake forms sometimes don't attach to the right lead, leaving agents without contact or vehicle context for triage. Leads are updated with full form answers so agents can follow up same day.
Overview
Intake responses that aren't attached to the right lead leave agents blind on first contact and slow support SLAs. This flow attaches full form answers to the correct lead and marks the record open, giving agents context for same-day outreach.