Create inquiry case from portal submission and log record
Create inquiry case from portal submission and log record
Your portal inquiries lack mapped program context, so counselors must hunt for details and triage slows. It creates CRM cases and logs each submission so staff can follow up fast.
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Overview
Incoming portal inquiries often lack mapped program context, slowing admissions response and lowering conversion. This flow converts each webhook into a structured CRM case and a historical sheet row so counselors see full applicant context and can follow up within minutes.