Create CRM lead from enrollment form submissions instantly
Create CRM lead from enrollment form submissions instantly
Your enrollment form submissions arrive untriaged, leaving admissions and marketing without ready leads for outreach. They become CRM leads for faster qualification and same-day outreach.
Overview
When prospective families submit enrollment interest, admissions and marketing need clean CRM leads immediately or follow-up stalls. This workflow turns form submissions into assigned CRM leads and hands them to owners for same-day outreach.