Prequal Solutions + Streak
Process updated Streak contacts as Prequal Solutions applicants
Effortlessly streamline your applicant processing by connecting Streak and Prequal Solutions together. With this workflow, whenever a contact is updated in Streak, the applicant's information will be processed in Prequal Solutions, saving you the time and effort typically spent on manual data entry. Keep your records accurate and up-to-date, while ensuring a smooth application experience for your prospective clients.
Effortlessly streamline your applicant processing by connecting Streak and Prequal Solutions together. With this workflow, whenever a contact is updated in Streak, the applicant's information will be processed in Prequal Solutions, saving you the time and effort typically spent on manual data entry. Keep your records accurate and up-to-date, while ensuring a smooth application experience for your prospective clients.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Process Applicant
Adds a new applicant and processes their prequal.
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