Create CRM feedback records from session survey entries

Your session survey entries often arrive detached from student case records, delaying triage and follow-up. It attaches feedback to contacts and cases so coordinators can act same day.

Overview

When session feedback sits separate from case records, coordinators miss critical follow-up. This flow captures survey responses into the CRM, updates related cases, and logs an engagement event so program coordinators can act on priority issues the same day.