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Create intake items from program surveys for triage

Create intake items from program surveys for triage

Your program survey responses arrive untracked, delaying intake and outreach to people requesting updates. It creates intake items so coordinators see contact context and follow up same day.

Create intake items from program surveys for triage

Overview

Intake responses often land untracked, which slows follow-up and risks leaving interested people without updates. This flow turns each qualifying survey into an intake item with contact context so coordinators can prioritize and respond the same day.

Create intake items from program surveys for triage