DreamApply + Freshsales Suite
"update contacts in Freshsales Suite when new applications are submitted in DreamApply"
Streamline your application management process with this automated workflow. When an application is submitted within DreamApply, it updates the corresponding contact information in Freshsales Suite instantly. This seamless integration between the two platforms ensures you have the latest applicant data at your fingertips, boosting your efficiency and saving valuable time.
Streamline your application management process with this automated workflow. When an application is submitted within DreamApply, it updates the corresponding contact information in Freshsales Suite instantly. This seamless integration between the two platforms ensures you have the latest applicant data at your fingertips, boosting your efficiency and saving valuable time.
- When this happens...Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
- automatically do this!Update Contact
Updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
