Add intake submission as lead and grant course access

Your intake submissions miss a client record, delaying follow-ups and losing momentum. It creates or updates the contact, adds a tracker row, and unlocks access so clients start same day.

Overview

Intake forms should create client records and open access—not create more manual work. This flow converts submissions into CRM leads, logs a tracker row, and unlocks course access so clients can begin the program same day, freeing coordinators to focus on coaching.