Participant experience manager: create and update pre-screen contacts
Participant experience manager: create and update pre-screen contacts
Participant experience managers miss pre-screen prospects when contacts aren't entered into the CRM, delaying outreach and enrollment. It upserts pre-screen contacts into your CRM for timely outreach.
Overview
Pre-screen responses get lost when contacts aren't captured, slowing recruitment and hurting enrollment tracking. This workflow captures and normalizes pre-screen submissions into CRM contact records so recruitment and participant experience teams have accurate rosters and fewer missed follow-ups. The result is faster outreach, cleaner records, and reliable enrollment visibility.
Notable Features
- Create or update contact records
- Alert recruitment and participant teams
- Add enrollment tags and source info