Send externship survey and create recipient contact record
Send externship survey and create recipient contact record
Your externship worksheet rows arrive unprocessed, leaving coordinators without contact details. This sends the survey invite and creates contacts so coordinators get feedback-ready lists same day.
Overview
If you run externship programs, this workflow removes manual steps between signups and survey delivery so coordinators always have feedback-ready lists. It centralizes contact creation and delivers invites within minutes of a new worksheet row, ensuring faster evaluation before program closeout.