Create new warm lead records from retreat applicants

You get retreat application submissions that don't create contact records, delaying follow-up. The workflow creates and tags contacts for quick review so coordinators can reach applicants same day.

Overview

When retreat applications arrive as form entries, manual imports and errant contact data slow down admissions follow-up and let interested candidates cool off. This flow captures every submission as a tagged lead, normalizes contact data, and gets coordinators reviewing and reaching out within minutes so outreach happens same day.