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Create applicant records from web form entries for intake

Create applicant records from web form entries for intake

When application entries pile up, your intake queue stalls and staff spend hours on manual entry. The workflow records applicants in your CRM so reviewers can start triage the same day.

Create applicant records from web form entries for intake

Overview

When intake data sits in forms, reviews get delayed and precious time is spent on manual entry. This flow captures submitted applications into your CRM and notifies intake coordinators so reviewers can begin triage the same day.

Create applicant records from web form entries for intake