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Create client tracking row for new provider form submissions

Create client tracking row for new provider form submissions

Provider form submissions are tagged in CRM but not captured in intake trackers, delaying scheduling. Adding a sheet row delivers enrollment context to coordinators same day.

Create client tracking row for new provider form submissions

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Overview

Intake tags in your CRM often don’t surface in the tracking spreadsheet, which forces coordinators into manual lookups and delays scheduling. This flow writes a clean, formatted row to your tracker so enrollment context is available to coordinators the same day.

Create client tracking row for new provider form submissions