Add or update leads from coaching intake forms
Add or update leads from coaching intake forms
When coaching intake forms go unprocessed, sales and program coordinators lose applicant context. Capture and enrich leads so your team can contact applicants the same day.
Overview
Stop losing applicants between your intake form and CRM—this flow captures each submission, then creates or updates a lead with intake notes. That gives reps full context and lets them reach out the same day.