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Create trial lead and contact records from form

Create trial lead and contact records from form

Your trial form entries are unstructured and delay tutor assignment. This captures the lead, creates family/student records, and adds contacts to nurture lists for same-day outreach.

Create trial lead and contact records from form

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Overview

Unprocessed trial requests create scheduling friction and lost follow-up opportunities; this flow turns each form entry into a ready-to-act lead record and email contact. Program coordinators get consistent family and student records and a confirmation email within minutes, enabling same-day outreach and smoother trial bookings.

Create trial lead and contact records from form