Add completed entry to contact list and notify team
Add completed entry to contact list and notify team
You receive labeled survey emails with attachments that need to be parsed into contact records and intake files for your enrolment pipeline. The result is ready-to-action contacts and accessible files for outreach same day.
Workflow preview:
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Overview
Stop letting intake emails and attachments sit untracked — this flow turns labeled survey emails into tagged contact records and accessible intake files. Your program coordinators and campaign managers get ready-to-action contacts and file links so outreach can happen same day.