Add onboarding form submissions to welcome list and notes

Your onboarding form submissions go unprocessed, delaying welcome emails and scheduling for new students. Coordinators receive contacts and notes for same-day outreach.

Overview

When onboarding submissions sit idle, coordinators miss the window to schedule and welcome new students. This workflow captures each form, normalizes the email, enrolls the contact to the right onboarding list, and logs CRM context so coordinators can reach out the same day.