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Create CRM deal from new applicant form entry

Create CRM deal from new applicant form entry

Your applicant form entries sit in Airtable without CRM context, forcing enrollment staff to perform manual lookups. Capture CRM deals automatically so enrollment managers can begin outreach same day.

Create CRM deal from new applicant form entry

Overview

When applicant form rows live only in a worksheet, enrollment loses momentum and prospects cool off. Converting each submission into a CRM deal and sending instant confirmations reduces manual work and gets enrollment managers contacting applicants the same day.

Create CRM deal from new applicant form entry