Create contact and assign task from website inquiry
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.
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.