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Create applicant deal and contact from form submission

Create applicant deal and contact from form submission

Your application forms arrive with inconsistent fields, leaving admissions without clean contact or course context. It creates contacts, deals and a follow-up task so coordinators can act same day.

Create applicant deal and contact from form submission

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Overview

When application forms are inconsistent, admissions time-to-contact drifts and applicants cool off. This flow converts each submission into a contact, deal, and assigned task so enrollment coordinators can begin outreach the same day and reduce intake backlog.

Create applicant deal and contact from form submission