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Create contact and intake records from form responses

Create contact and intake records from form responses

Your program form responses arrive unlinked, leaving coordinators without contact or submission context for outreach. It adds and tags contacts for timely outreach same day.

Create contact and intake records from form responses

Overview

When program signups flow straight into your CRM and intake logs, coordinators can start outreach the same day instead of waiting for manual entry. This preserves submission context and ensures program staff act before the next scheduled communication.

Create contact and intake records from form responses