Create applicant contact and application records in CRM
Create applicant contact and application records in CRM
Your admissions rows with SSNs and contact details aren't syncing to CRM, leaving applicant profiles incomplete and delaying review. Provide complete applicant profiles to coordinators the same day.
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Overview
Admissions work grinds to a halt when new applicant rows don't become usable CRM records. This flow converts incoming admissions rows into complete contact and application records within minutes, giving coordinators accurate profiles for same-day review and faster onboarding.