Update intake and passport records from form submission
Update intake and passport records from form submission
Your intake form submissions are scattered across worksheets, delaying coordinator review. It writes each submission to master and passport rows so coordinators can complete same-day review.
Workflow preview:
Zap details:
Overview
Untracked form submissions force coordinators to reconcile multiple worksheets and slow follow-up; this flow writes each submission into a master intake row and mirrors passport answers to the passport worksheet. That gives coordinators same-day visibility and reduces missed follow-ups.