Education IT: Keep kiosk entries up-to-date in CRM

IT specialists see kiosk forms miss CRM updates, causing missing consents. Send kiosk submissions to your CRM to create or update participant and consent records so staff have accurate data for reporting.

Overview

Education programs risk incomplete participant files when kiosk intake doesn't update the CRM, undermining reporting and client care. This workflow routes kiosk submissions into your CRM and creates or updates participant, consent, service, and activity records, eliminating data gaps and protecting reporting accuracy. IT teams gain predictable handoffs and fewer manual corrections.

Notable Features

Create or update participant records
Attach consent, service, and activity entries
Flag incomplete submissions for review