Create CRM deal and notify contacts from applications
Create CRM deal and notify contacts from applications
New applicant records in your intake base arrive without linked deals or contact context for outreach. Create CRM deals and notify contacts so follow-up happens same day.
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Overview
Intake rows that never become deals create manual work and delayed outreach. This flow turns each new application into a CRM deal, logs applicant notes, and sends a confirmation email so reps can act the same day and reduce lost prospects.