Add client form responses to intake tracking sheet

Your client form responses go untracked when not recorded, causing delayed outreach and inaccurate program counts. It logs each submission to the intake sheet so coordinators can act same day.

Add client form responses to intake tracking sheet

Overview

Intake forms that don't land in your tracking sheet leave program coordinators blind to new prospects and delay timely outreach. This flow records every submission to the intake worksheet so coordinators and ops can act same day and reporting stays accurate.

Add client form responses to intake tracking sheet