Add new form respondent as contact and enroll
Add new form respondent as contact and enroll
Your therapist intake form responses arrive untracked, delaying follow-up and leaving prospect details incomplete. They become contact records and enter your onboarding workflow for timely outreach.
Overview
When intake responses don't create CRM records automatically, follow-up stalls and conversion suffers; this flow turns each therapist submission into a contact and queues it into your onboarding sequence. That eliminates manual entry and enables same-day outreach for new leads.