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Create CRM lead and student record from signup

Create CRM lead and student record from signup

Your enrollment form responses arrive without contact or deal records, delaying rep follow-up and onboarding. Get contacts, deals, course entries and logs created automatically the same day.

Create CRM lead and student record from signup

Overview

When someone accepts terms on your enrollment form, this flow creates the contact, deal, course access entry and a spreadsheet log — removing manual entry and speeding onboarding. Program coordinators and reps get a clear lead and student record to act on the same day.

Create CRM lead and student record from signup