Create CRM contact from new intake spreadsheet rows
Create CRM contact from new intake spreadsheet rows
Your client intake form rows sit unprocessed in a spreadsheet, delaying enrollment and outreach coordination. New rows become CRM contacts so coordinators can act on leads the same day.
Overview
When intake rows sit in a sheet, follow-up stalls and enrollments slow; this flow captures every submission as a contact and tags it for intake. Program coordinators can begin outreach within minutes of form completion, shortening response time and keeping enrollment moving.