Add new form applicants to CRM and dialer
Add new form applicants to CRM and dialer
Your online form applicants lack caller-ready contacts, forcing reps to verify details and miss warm callbacks. The workflow creates contacts and emails reps so leads are contacted the same day.
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Overview
When web form applicants lack caller-ready records, your reps spend time verifying details and miss warm windows. This flow turns submissions into contact records, notifies reps, and pushes leads into the phone system so outreach happens the same day.