Create admissions lead ticket and outreach tasks promptly
Create admissions lead ticket and outreach tasks promptly
Your guidance counselor form submissions arrive untriaged, causing leads to sit without next steps. Route each submission into a ticket and outreach task so counselors can start contact same day.
Workflow preview:
Zap details:
Overview
Every guidance counselor referral should become a tracked admissions lead instead of sitting untriaged. This workflow creates a ticket, spins up outreach tasks, and notifies your admissions channel so counselors can start outreach same day.