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Create client records and project from form submission

Create client records and project from form submission

Your wedding form submissions arrive unstructured, scattering client details across tools. It creates contacts, a client folder, calendar booking and starter project so your team can act same day.

Create client records and project from form submission

Overview

When a couple fills your wedding intake form, their details should flow into your systems instead of sitting in email. This flow builds contact records, a client folder, calendar booking and a starter project so your operations team can schedule and invoice the same day.

Create client records and project from form submission