Add incoming client submissions to the master tracker
Add incoming client submissions to the master tracker
Your intake webhook drops new member submissions into many sheets, scattering contact and onboarding details and slowing coordinators. Consolidate into a master tracker so onboarding happens same day.
Workflow preview:
Zap details:
Overview
When intake submissions land in scattered sheets, coordinators waste time reconciling rows and onboarding stalls. This pipeline consolidates incoming submissions into one master tracker and routes members by tier, so onboarding and outreach start the same day.