Create program participant records from new survey responses
Create program participant records from new survey responses
Your program survey signups arrive with inconsistent contact or DOB data, creating manual work and enrollment delays. They become CRM records ready for outreach and safety screening same day.
Overview
Survey signups with messy emails, phones, or DOBs force your coordinators into manual cleanup and delay outreach. This flow turns each qualifying survey into a validated CRM participant record and updates contacts so coordinators can complete safety screening and contact participants the same day.