Update lead record from new intake form submissions
Update lead record from new intake form submissions
Your intake form responses become leads missing applicant context, causing outreach to be unprepared and scheduling to stall. Leads are enriched for program coordinators so follow-up happens same day.
Overview
For small certification programs, intake forms often land in the CRM without the applicant context your team needs. This flow enriches the existing lead record so program coordinators can respond with full context and complete outreach same day.