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Update CRM contact from prequalifier form and enrich record

Update CRM contact from prequalifier form and enrich record

Your prequalifier form submissions lack structured contact and claim details, which delays intake triage and outreach. They are enriched in the CRM so intake coordinators can triage them same day.

Update CRM contact from prequalifier form and enrich record

Overview

Stop manual copy-paste and give intake coordinators one accurate CRM record per submission. This flow enriches contact records with prequalifier answers and surfaces qualifying submissions in minutes for same-day outreach and triage.

Update CRM contact from prequalifier form and enrich record