Civic founders: keep applicant pipeline current and ready

Founders at civic organizations lose applicants when form submissions pile up, blocking enrollment decisions. This flow adds applicants to your CRM and pipeline, so staff start prioritized review.

Overview

Founders risk delayed enrollment and program outcomes when applicants slip through form submissions. This workflow ensures every applicant becomes a CRM contact and pipeline item, enabling prioritized outreach and faster handoffs—teams report fewer manual entries and clearer candidate tracking.

Notable Features

Create CRM contact from form
Create pipeline item for applicants
Notify program staff for review