DreamApply + Freshsales Suite
Create new Freshsales Suite contacts from registered DreamApply applicants
When a new applicant registers on DreamApply, this workflow springs into action by creating a fresh contact in your Freshsales Suite. Do away with the need to manually input details by employing this streamlined process. Seamlessly integrate your education management with your sales CRM to stay on top of your admissions.
When a new applicant registers on DreamApply, this workflow springs into action by creating a fresh contact in your Freshsales Suite. Do away with the need to manually input details by employing this streamlined process. Seamlessly integrate your education management with your sales CRM to stay on top of your admissions.
- When this happens...Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
- automatically do this!Create Contact
Creates a new contact.
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Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Try ItApplication Was Created
Triggers when an application is created (either fresh, or by cloning an older application).
Try ItApplication Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
Try ItFlag
Try It
Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Try ItFlag
Try ItApplication Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Try ItCourse Was Added to Application
Triggers when a priority (course, programme) was added to an application. This happens in conjunction with a new application being created, but it may also happen separately when the applicant decides to add another priority.
Try It
