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Update client record from reference check form submissions

Update client record from reference check form submissions

Your reference form submissions arrive untracked, leaving onboarding without verified context. Capture and apply responses to client records and a shared sheet so account managers have context ahead of kickoff.

Update client record from reference check form submissions

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Overview

Missing reference context stalls onboarding and forces manual lookups for account managers. This flow captures each reference form, normalizes contact data, updates the client record and onboarding log, and delivers verified context to the team the same day.

Update client record from reference check form submissions