Create senior market nutrition applicant record from forms
Create senior market nutrition applicant record from forms
Your application form submissions arrive unstructured, leaving coordinators without applicant records. They become CRM applicant records for faster eligibility checks before the next distribution.
Overview
Intake forms that arrive unstructured slow eligibility checks and outreach; this flow turns each submission into a CRM applicant record linked to a contact. Program coordinators can run eligibility checks and begin outreach within minutes, ahead of the next distribution cycle.