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Update case records from spreadsheet responses for intake

Update case records from spreadsheet responses for intake

Your spreadsheet intake rows don't sync to case records, leaving interview dates and status blank. It sends those fields to your CRM so case managers can triage same day.

Update case records from spreadsheet responses for intake

Overview

Intake questionnaire rows that never reach case records create scheduling gaps and slow triage. This flow pushes those responses into CRM case records so case managers see interview dates and act the same day.

Update case records from spreadsheet responses for intake