Register family and update CRM records for event intake
Register family and update CRM records for event intake
Your registration forms arrive without CRM context, so coordinators manually reconcile contacts. It updates CRM records, assigns campaign membership, and creates an intake task same day.
Workflow preview:
Zap details:
Overview
When families register, manual CRM work slows program staff and risks missed attendees. This flow captures the form, matches or creates contacts, updates campaign status, and creates an intake task so coordinators can act the same day.