Client Intake Form to CRM Auto-Sync

Stop retyping intake answers — push them straight into your CRM.

Every new client intake form usually means someone on the team re-keys the same information into the CRM by hand, which wastes time and introduces typos. This workflow listens for a new intake form submission, pulls the full client record, reformats it into the exact shape your CRM expects, and pushes it straight in — so the intake form becomes the single source of truth instead of a manual data-entry job.

This is a ready-to-import n8n automation workflow (delivered digitally after purchase) built for fitness and wellness coaching businesses. Once purchased, use your automation platform at https://dynamic.dmimautomation.com to access and import the workflow into your own n8n instance.

What's included:

• Fully documented n8n workflow JSON
• Built-in sticky-note setup guide
• Node-by-node explanation of what each step does

Requires: an n8n instance and the credentials listed in the workflow notes (intake platform and CRM API keys).