Add assessment responses to intake sheet for follow-up
Add assessment responses to intake sheet for follow-up
Your assessment responses arrive by form and aren't tracked, leaving marketing unable to qualify prospects. They land in your intake sheet and are routed to campaign owners within minutes.
Overview
When assessment sign-ups come in, they must be captured and routed immediately to sustain campaign momentum. This flow captures responses into your intake sheet, validates contact data, and routes qualified prospects to campaign owners within minutes for faster outreach.