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Add website applicants to CRM and project board

Your website applicant entries sit in a sheet and stall outreach when not routed into sales systems. The flow captures leads and alerts your reps so follow-up happens same day.

Add website applicants to CRM and project board

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Overview

When website applicants sit only in a sheet, reps waste time copying details and outreach slips. This flow turns every new row into a structured lead, an email alert, and a project board item so your team can act the same day and keep pipeline momentum.

Add website applicants to CRM and project board