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Create CRM contact and onboarding task from form

Create CRM contact and onboarding task from form

Your onboarding form responses arrive unstructured, delaying prospect follow-up. Add prospects to CRM, create an onboarding task, and enroll them in nurture so advisors can reach out same day.

Create CRM contact and onboarding task from form

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Overview

When onboarding forms are handled manually, advisors lose context and follow-up slows. This flow captures structured prospect records, creates the first onboarding task, and adds the prospect to your nurture list so advisors can reach out the same day.

Create CRM contact and onboarding task from form