Add enrollment form signups to CRM contact records
Add enrollment form signups to CRM contact records
Your enrollment form submissions fail to reach your CRM, leaving coordinators without contact details for onboarding. Enrollees are added to contacts and receive welcome sequences the same day.
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Overview
When enrollment signups bypass your CRM, campaign managers lack contact context and onboarding stalls. This flow captures form responses into your contact database and triggers welcome sequences, letting your team start outreach and send materials the same day.