Create prospect record and tag student and parent contacts
Create prospect record and tag student and parent contacts
Your class sign-ups arrive as separate form entries, leaving student and parent contacts unlinked. It creates prospect records and applies contact tags so coordinators can follow up same day.
Overview
Form responses often create disconnected entries that slow enrollment and let interested families slip between systems. This flow turns each submission into a prospect row and synced student and parent contacts with tags, giving coordinators a clear action list so they can reach families same day.