Add starter kit requests to CRM and campaign
Add starter kit requests to CRM and campaign
Your starter kit form submissions lack CRM mapping and delay outreach and fulfillment scheduling. They become matched contacts added to the campaign and subscription lists for same-day outreach.
Overview
When starter kit requests never reach your CRM properly, outreach and fulfillment stall and program coordinators waste time reconciling records. This flow turns each form into a matched contact and campaign member so outreach and fulfillment can proceed the same day.