Stop duplicate contacts for project managers handling intake forms
Stop duplicate contacts for project managers handling intake forms
Project managers processing intake forms risk duplicate contacts and misrouted submissions. It checks last name and birthdate in your CRM and returns a match status so submissions are routed correctly.
Overview
Duplicate contacts create misrouted intake and manual cleanup for project managers. Enforcing a CRM lookup on last name and birthdate transforms intake accuracy, so submissions are routed correctly and teams report fewer duplicate records and faster handoffs.
Notable Features
- Search CRM by last name and birthdate
- Return match status to intake flow
- Prevent duplicate contact creation