Create enrollment contact and log from inbox messages
Create enrollment contact and log from inbox messages
Your enrollment request emails arrive untracked in the inbox, delaying outreach and missing applicant context. The workflow creates contact records and a log entry so coordinators can respond same day.
Overview
When enrollment requests sit unstructured in an inbox, coordinators lack contact context and follow-up slips past SLA windows; this workflow captures the message, logs it, and creates or updates a CRM contact automatically. That delivers contact records and message context to program coordinators within minutes, enabling same-day outreach and cleaner onboarding handoffs.