DreamApply + Freshsales Suite
Update Freshsales Suite contacts when new courses are added to applications in DreamApply
This workflow springs into action when a new course is added to your DreamApply application. It takes this information and promptly refreshes the related contact details in your Freshsales Suite. A seamless way to ensure your sales team always has the most current information at their fingertips. Enhance efficiency, avoid manual data entry, and keep your sales process running smoothly with this streamlined automation.
This workflow springs into action when a new course is added to your DreamApply application. It takes this information and promptly refreshes the related contact details in your Freshsales Suite. A seamless way to ensure your sales team always has the most current information at their fingertips. Enhance efficiency, avoid manual data entry, and keep your sales process running smoothly with this streamlined automation.
- When this happens...Course 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.
- automatically do this!Update Contact
Updates an existing 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
