Skip to content
Log inSign up
Templates
Create and update co-applicant participant profiles from forms

Create and update co-applicant participant profiles from forms

Your co-applicant entries from the interest form often go unprocessed, leaving participant profiles incomplete. It creates or updates participant records so coordinators can contact applicants same day.

Create and update co-applicant participant profiles from forms

Overview

Co-applicants submitted via your interest form often create fragmented records and delay outreach. This flow builds complete participant profiles and updates contact details automatically so program coordinators can reach applicants same day and keep enrollment moving.

Create and update co-applicant participant profiles from forms