Add application submissions to lead activity and alert
Add application submissions to lead activity and alert
Your bootcamp form submissions lack CRM context, leaving reps without applicant details and delaying outreach. It attaches submissions to matching leads and alerts staff for same-day triage.
Overview
Stop applicant submissions from arriving without CRM context and slowing outreach; this flow attaches each application to its matching lead and surfaces unmatched forms to your ops channel. Admissions coordinators and reps get the context they need for timely follow-up, and unmatched cases are triaged same day.