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Create CRM contacts and roster from lead form

Create CRM contacts and roster from lead form

Lead form signups lack consent flags and roster details, delaying outreach. It creates consented CRM contacts and a shared roster so coordinators can confirm attendees same day.

Create CRM contacts and roster from lead form

Overview

When focus-group signups arrive without consent or roster context, coordinators spend hours confirming attendees. This flow turns each social lead into a consented, tagged contact and adds them to a shared roster so coordinators can confirm participants same day.

Create CRM contacts and roster from lead form