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Create advocacy intake records from web form submissions

Create advocacy intake records from web form submissions

Your advocacy form submissions sometimes go untracked, leaving constituent requests and opt-outs uncaptured. This builds CRM intake records so coordinators can respond the same day.

Create advocacy intake records from web form submissions

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Overview

When advocacy form replies aren't logged, coordinators miss constituent requests and opt-outs and compliance work piles up. This flow captures each submission as a CRM intake record and flags opt-outs so your team can respond the same day.

Create advocacy intake records from web form submissions