Add email signups to contact and source log
Add email signups to contact and source log
Form signups with only an email leave outreach teams without source or context, delaying engagement. Capture contact records and log the source so coordinators can begin outreach same day.
Overview
Stop leaving email-only signups untracked by ensuring every submission becomes a CRM contact with a linked source record. Program and outreach coordinators get contact origin and can begin outreach the same day, reducing manual lookup and speeding follow-up.