Process new subscriptions from Wufoo, find location in Salesforce, assign staff, and create intake record

Process new subscription entries from Wufoo, find relevant location data in Salesforce, assign cases to staff based on the day, and create detailed intake records in Salesforce for faster onboarding and improved case management.

Process new subscriptions from Wufoo, find location in Salesforce, assign staff, and create intake record

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Overview

Process new subscription entries from Wufoo, find relevant location data in Salesforce, assign cases to staff based on the day, and create detailed intake records in Salesforce for faster onboarding and improved case management.

Process new subscriptions from Wufoo, find location in Salesforce, assign staff, and create intake record