Add eligible form respondents to customer profiles quickly
Add eligible form respondents to customer profiles quickly
Your eligibility form submissions without customer records stall outreach and create manual work for program coordinators. This creates customer records and logs eligibility so teams can act same day.
Workflow preview:
Zap details:
Overview
Implementing this flow removes manual onboarding steps and ensures every eligible respondent becomes a tracked customer record and eligibility event, eliminating reconciliation work for program coordinators. That gives campaign managers accurate segments and lets outreach start the same day.