Update lead records and create task from filing surveys
Update lead records and create task from filing surveys
You get filing survey submissions with missing contact and consent details, leaving lead records incomplete and casework stalled. It updates lead fields and logs a completed task for same-day triage.
Overview
When filing surveys don't land in the CRM correctly, case managers lose context and follow-up slips. This flow writes cleaned survey answers to the lead and logs a completed task so case teams can triage and act same day.