Update client records from new onboarding form submissions
Update client records from new onboarding form submissions
Your onboarding form submissions aren't added to CRM, leaving client profiles incomplete. Form fields and attachments populate CRM so marketing and coordinators can act same day.
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Overview
Onboarding forms that never reach CRM create blind spots for nurture and slow client setup. This flow consolidates form answers and attachments into the CRM person record so marketing and client coordinators can act the same day.