Add quiz respondents to lead records and sheet

Your retirement quiz submissions lack unified lead records and context, so advisors can't prepare for outreach. Capture contacts and quiz scores so teams can book consults same day.

Overview

Raw quiz payloads arrive as fragments and slow down consult bookings, leaving revenue opportunities cold. This flow captures each submission, enriches location from ZIP, and produces a complete CRM contact plus a reporting row so campaign managers can prioritize and book consults same day.