Create CRM deal from each incoming applicant record
Create CRM deal from each incoming applicant record
Applicant records without CRM entries leave your coordinators without context. Capture contact, product choices and create CRM deals for outreach within hours.
Overview
When applicant rows land in your intake base without CRM records, follow-up stalls and conversions slip. This flow converts each applicant row into a CRM deal, note, and applicant email so coordinators can engage within hours and keep pipelines active.