Update contact status to completed after form submission
Update contact status to completed after form submission
You receive intake form submissions that leave contacts untagged and unclear for scheduling and enrollment. Tags are set to completed so you can prioritize outreach and enroll clients same day.
Overview
Intake submissions that don't update contact status leave enrollment and scheduling stalled — costing time and momentum. This flow converts completed form entries into a completed lifecycle tag so your coordinators and you can triage and enroll clients the same day.