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Create pre-onboarding activity from new client form submissions

Create pre-onboarding activity from new client form submissions

Pre-onboarding form responses with measurements and call preferences aren't attached to CRM records, delaying prep. It adds each intake as a CRM activity so your team can start onboarding the same day.

Create pre-onboarding activity from new client form submissions

Overview

When intake forms sit disconnected from CRM, coordinators can't prepare and customers lose momentum. This flow attaches intake responses as a CRM activity so your team sees measurements and call preferences instantly and can start onboarding the same day.

Create pre-onboarding activity from new client form submissions