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Create impact questionnaire records from website form entries

Create impact questionnaire records from website form entries

Your pre-impact form entries arrive as unstructured submissions, fragmenting participant context and delaying intake. They become CRM records so your evaluation team can start follow-up same day.

Create impact questionnaire records from website form entries

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Overview

When pre-impact questionnaires come in as isolated form entries, intake and evaluation stall while staff piece together participant context. This flow turns each submission into a CRM impact record linked to contact, programme, and employer so coordinators can review and begin outreach the same day.

Create impact questionnaire records from website form entries