Add PDF opt-in contacts to appointment setting tracker

Your PDF opt-ins arrive as form payloads with no central record, causing manual copy-paste and scheduling delays. You get centralized contact rows for scheduling and same-day outreach.

Overview

When PDF opt-ins come in as payloads, manual transcription slows scheduling and wastes your coordinators' time. This flow captures each submission into a single tracker so your team can start outreach and schedule appointments the same day.