Skip to content

Create contact and assign task from website inquiry

Your website contact submissions sit in email and delay admissions follow-up. Capture leads into your CRM and create a task per inquiry for same-day follow-up.

Create contact and assign task from website inquiry

Workflow preview:

Zap details:

Overview

Stop letting web inquiries sit in email and slow admissions outreach; convert them into tracked contacts and prioritized tasks for your counselors. New inquiries will be logged and a follow-up task created within minutes, enabling same-day outreach and clearer handoffs.

Create contact and assign task from website inquiry