Add form applicants to CRM and flag no-shows

Your form submissions can create duplicate or missing CRM leads, leaving reps unsure who booked calls. Add or update leads and mark a did-not-book status so reps act same day.

Add form applicants to CRM and flag no-shows

Overview

When applicants submit but don't schedule calls, pipeline clarity breaks and reps waste outreach time. This flow ensures each submission becomes a CRM lead or an updated lead record, with a did-not-book tag and a short note within minutes so reps can follow up same day.

Add form applicants to CRM and flag no-shows