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Update contact and create intake task from application

Update contact and create intake task from application

Your retreat form submissions don't update CRM, leaving coordinators without family contact info. It updates contacts and creates an intake task so coordinators can follow up same day.

Update contact and create intake task from application

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Overview

Manual entry creates delays and makes outreach reactive; this flow immediately turns form submissions into clean CRM records and actionable intake tasks. Program coordinators see updated contact context and a prioritized task within minutes, enabling same-day follow-up.

Update contact and create intake task from application