Create lead records from project task updates instantly

Your task updates with participant info don't reach intake, causing missed onboarding and duplicate follow-ups. Coordinators receive complete contact records for same-day outreach.

Overview

When participant details update on your project tasks but don't reach intake tools, onboarding slips and follow-ups get missed. This flow sends clean, formatted contact records to the intake system so coordinators can act within minutes and complete same-day outreach.