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Update project contact records from new form responses

Update project contact records from new form responses

Your intake form rows live in a sheet without client context, causing missed prep and delayed handoffs. Update contacts with intake details so coordinators can prepare before kickoff the same day.

Update project contact records from new form responses

Overview

When intake rows sit in a sheet, project coordinators lack client context and kickoff prep stalls. This flow keeps contact records current so coordinators can start with full intake details, enabling same-day preparation and smoother handoffs.

Update project contact records from new form responses