Add intake quiz respondents to CRM contacts for follow-up
Add intake quiz respondents to CRM contacts for follow-up
Your intake quiz responses aren't added to contact records, delaying outreach and letting interested clients cool off. Add or update contacts automatically so coordinators can follow up the same day.
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Overview
Intake quizzes are prime moments to capture interest, but responses often sit unprocessed while prospects cool. This workflow captures quiz respondents as CRM contacts and assigns owners so your coordinators can start outreach within minutes and pursue same-day enrollments.