Create webinar partner record and an onboarding task

You receive partnership form submissions without structured partner records, which delays outreach and promotion planning. Create partner records and an onboarding task so coordinators can act the same day.

Overview

When partnership forms arrive they should immediately become actionable work, not an inbox task. This flow captures partner contact details, logs them in your sheet, and creates an onboarding task so coordinators can begin outreach the same day.