Add survey respondents to CRM and record responses
Add survey respondents to CRM and record responses
Your intake survey rows often go unmatched to contacts, leaving outreach without context. You get matched contact records and logged responses so coordinators can follow up same day.
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Overview
Intake rows that never reach your contact system leave outreach blind and slow response. This flow creates or updates constituent records and attaches survey answers so coordinators can act on responses the same day.