Create customer record from intake form for fast onboarding
Create customer record from intake form for fast onboarding
Your intake tracker holds submissions that never reach the CRM, leaving onboarding coordinators without client context. Coordinators get a ready customer record and can begin setup the same day.
Overview
Intake rows that never reach your CRM create onboarding friction and missed start dates. This flow creates prospect records and pins the CRM identifier back to the intake row so coordinators can start setup the same day.