Create CRM lead and deal from new application

You get application rows that don't create CRM records, so admissions lack context and outreach stalls. Structured contacts and deals are created so coordinators can start outreach same day.

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Overview

Applications sitting in your database without CRM records slow outreach and reduce enrollment velocity. This workflow converts each form row into a contact, linked deal, and intake note and sends a confirmation email so admissions can act the same day. Implementing it removes manual copy-paste and delivers consistent context to coordinators at the moment they need it.