Add applicants to CRM as contact records immediately

Your program applications sit in a form inbox without CRM profiles, delaying outreach and enrollment. It creates contact records so coordinators can qualify and contact applicants same day.

Overview

When application submissions live only in a form inbox, outreach stalls and enrollment momentum is lost. This flow turns each submission into a tagged CRM contact and routes qualified applicants so coordinators can act the same day and reduce manual data work.