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Add healthcare professional form entries to CRM campaign

Your healthcare professional intake forms lack CRM records, so coordinators can't enroll submissions into outreach. This lets coordinators begin targeted outreach same day.

Add healthcare professional form entries to CRM campaign

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Overview

Stop manual entry and missed outreach — every submitted healthcare professional becomes a CRM contact and is enrolled in the correct campaign automatically. Program coordinators can begin targeted follow-up the same day, removing manual steps and enrollment lag.

Add healthcare professional form entries to CRM campaign