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Create contact and opportunity from new applicant forms

Create contact and opportunity from new applicant forms

Your applicant form responses sit unprocessed, delaying intake and cooling prospects. New contact and opportunity records are created automatically so intake coordinators can triage same day.

Create contact and opportunity from new applicant forms

Overview

When application forms sit unprocessed your intake process stalls and prospects grow cold. This flow creates contact and opportunity records automatically so intake coordinators can triage and schedule consults the same day.

Create contact and opportunity from new applicant forms