Create and update CRM leads from workshop forms
Create and update CRM leads from workshop forms
Your workshop form submissions arrive without unified CRM records, so follow-ups and attendance tracking stall. Capture or update leads with event details so coordinators can follow up same day.
Overview
When workshop signups never reach the CRM, your counselors lose momentum and attendance data fragments across tools. This flow captures each submission, matches or creates a lead with event context, and logs a tracker row so admissions can follow up the same day.