Add new form contacts to CRM and assign counselor
Add new form contacts to CRM and assign counselor
Your intake form submissions often sit unentered, delaying counselor outreach and stalling follow-up with families. It adds submissions to your CRM and assigns a counselor for same-day outreach.
Overview
Unrecorded intake forms delay counselor outreach and weaken family experience. This flow captures each submission into CRM and assigns the appropriate counselor so your team can contact families the same day and avoid manual handoffs.