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Create applicant records and messaging subscriber on intake

Create applicant records and messaging subscriber on intake

Your applicant intake lacks a single tracked record, so coordinators lose context and miss follow-ups. Add applicants to your applicant board, spreadsheet, and messaging list for same-day qualification.

Create applicant records and messaging subscriber on intake

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Overview

Intake submissions that land in multiple places waste coordinators' time and slow qualification. This flow turns each incoming applicant into a tracked board item, a logged spreadsheet row, and a messaging subscriber so your enrollment team can qualify and reach out the same day.

Create applicant records and messaging subscriber on intake