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Create and update application records and associations in CRM

Create and update application records and associations in CRM

Your application records arrive without CRM context, causing enrollment teams to miss follow-ups and skew reports. Get CRM applicant records updated and linked so coordinators can act same day.

Create and update application records and associations in CRM

Overview

When external applicant data doesn't land in your CRM, enrollment work stalls and reports become unreliable. This flow creates or updates applicant objects and links them to contacts and deals so program coordinators see accurate applicant context within minutes.

Create and update application records and associations in CRM