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Update supporter records from pledge form and route leads

Update supporter records from pledge form and route leads

You get pledge form signups without CRM context, so volunteer interest and networks go unrecorded. This adds tags and sign-up dates to supporter records so coordinators can follow up same day.

Update supporter records from pledge form and route leads

Overview

Pledge signers often arrive in your inbox without CRM context, which leaves volunteer interest untracked and outreach delayed. This flow immediately enriches and tags supporter records so coordinators have ready lists and can act the same day.

Update supporter records from pledge form and route leads