Update participant CRM profiles from intake form entries
Update participant CRM profiles from intake form entries
Unprocessed intake responses leave participant records incomplete and coordinators underprepared. The workflow creates standardized CRM person profiles so coordinators have full context same day.
Overview
Intake forms are rich in detail but often arrive as inconsistent text, leaving coordinators to chase missing context. This flow standardizes and attaches intake data to participant records so staff have full profiles and can respond same day.