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Update meeting and contact records from intake form

Update meeting and contact records from intake form

Your intake forms sit unprocessed, leaving meeting records without contact context. This writes form answers into CRM meeting notes and contact fields so advisors have context same day.

Update meeting and contact records from intake form

Overview

Intake forms are only useful when advisors see them before a meeting; unprocessed responses mean poor first impressions and longer prep time. This flow loads form answers into meeting notes, updates contact records, and alerts your team so advisors arrive ready with full context same day.

Update meeting and contact records from intake form