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Create assistance case and contact from request form

Create assistance case and contact from request form

Your assistance request form entries arrive untracked, delaying financial support and straining program coordinators. They become CRM contacts and cases for triage, enabling same-day intake.

Create assistance case and contact from request form

Overview

Untracked assistance requests slow down support and overload your small team. This flow captures each submission as a contact and assistance case in your CRM so program coordinators can triage and begin support the same day.

Create assistance case and contact from request form