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Add or update donor contacts from intake form

Add or update donor contacts from intake form

Your form submissions capture supporter answers but your CRM lacks membership flags and contact context, causing follow-up delays and reporting gaps. It creates or updates contacts for timely outreach same day.

Add or update donor contacts from intake form

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Overview

When membership intent from survey or intake entries isn't recorded, donor follow-up and reporting stall. This flow captures each submission, flags membership interest, and ensures development staff have contact records ready for same-day outreach.

Add or update donor contacts from intake form