Add intake survey responders to CRM contact list
Add intake survey responders to CRM contact list
Your intake survey responses aren't in CRM, so outreach is delayed and clinicians lose prospect context. Capture responses as contacts and ping intake coordinators for same-day follow-up.
Overview
When intake surveys sit outside the CRM, outreach lags and clinicians lack prospect context. This flow captures each respondent as a contact and routes follow-up so intake coordinators can engage prospects same day.