Marketing ops: capture health program sign-ups to CRM

Marketing coordinators and ops lose sign-ups buried in form submissions, causing delayed enrollment. It creates or updates CRM records from surveys so marketing can begin outreach.

Overview

Missed survey sign-ups cause delayed enrollment and impersonal outreach for health programs. This workflow turns every survey response into a CRM contact and program record so marketing can start personalized follow-up and response times drop dramatically.

Notable Features

Create or update CRM contacts
Normalize email and phone fields
Alert marketing ops on new sign-ups