Add form signups to unified enrollment tracking sheet
Add form signups to unified enrollment tracking sheet
Your form responses arrive scattered, delaying campaign segments and enrollment prep. Centralize them so marketing ops and coordinators can act the same day.
Workflow preview:
Zap details:
Overview
Untracked form responses create gaps in segmentation and delay enrollment work. This solution centralizes submissions into a master sheet and mirrors them to a backup so campaign managers and program coordinators can act within minutes and ahead of the next send window.