Attach discovery call forms to intake records automatically
Attach discovery call forms to intake records automatically
Your discovery call responses often lack contact context, leaving admissions teams unprepared. They receive candidate profiles attached to the booking, ready within minutes before the call.
Overview
When discovery forms aren't attached to the right contact, admissions coordinators waste time and risk unprepared calls. This flow links each post-booking submission to the contact and creates an intake record, giving coordinators complete profiles within minutes before the scheduled call.