Add form applicants to CRM with contact tags
Add form applicants to CRM with contact tags
You get application form entries that never make it into contact records, leaving coordinators without lead context. Adds tagged contacts and opt-ins to your CRM for same-day outreach.
Overview
When intake forms aren't added to the CRM, follow-ups slow and applicants go cold. This workflow turns each submission into a tagged, opt-in contact so intake and sales teams can start outreach the same day.