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Create client project from event booking form submission

Create client project from event booking form submission

Your event booking form replies arrive without projects, slowing coordinator onboarding. It creates a client project and contact so coordinators start onboarding same day.

Create client project from event booking form submission

Overview

When booking forms pile up, coordinators waste time creating projects and client records manually, delaying onboarding. This workflow turns each booking into a client project and contact record so coordinators can begin onboarding same day and avoid manual entry.

Create client project from event booking form submission