Add community request form submissions to CRM contacts
Add community request form submissions to CRM contacts
Your community request form submissions arrive untracked, delaying onboarding. They become CRM contacts so community managers can start outreach the same day.
Overview
When community request forms sit untracked, outreach is delayed and engagement drops; this flow creates or updates CRM contacts and flags them for onboarding. Your community managers receive ready-to-act contacts and can begin outreach the same day.