Add people from connect cards for same-day follow-up
Add people from connect cards for same-day follow-up
Your connect card entries sit unprocessed, delaying family outreach and volunteer scheduling. Add contacts to your people system automatically so coordinators can follow up same day.
Overview
Stop letting connect cards sit unprocessed and slow down your weekend outreach. This flow creates people records and adds contact details automatically so coordinators can contact families same day and keep volunteer rosters accurate. It removes manual entry and gets your team outreach-ready before services.