Add diagnostic consult signups to nurture tracking sheet
Add diagnostic consult signups to nurture tracking sheet
Your diagnostic consult form responses go unrecorded, delaying follow-up and enrollment. Records are logged and parents receive the intake email, enabling same-day outreach.
Workflow preview:
Zap details:
Overview
When intake forms sit unrecorded, follow-ups fall through and enrollment opportunities slip away. This flow reliably captures each diagnostic consult submission into your nurture sheet and emails parents, enabling same-day outreach and smoother handoffs for program coordinators.