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Create deals and enroll applicants into sales pipeline

Create deals and enroll applicants into sales pipeline

Your form applicants arrive without CRM records, so reps lack pipeline context and follow-up stalls. Create contact and deal entries and enroll applicants into sales workflows for same-day outreach.

Create deals and enroll applicants into sales pipeline

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Overview

Unprocessed application forms create friction and let applicants slip through the pipeline. This flow converts each submission into a contact and a staged deal, enrolls the record in the right sales workflow, and surfaces applicants for same-day outreach.

Create deals and enroll applicants into sales pipeline