Create interaction records from online RFI form submissions
Create interaction records from online RFI form submissions
Your RFI form submissions arrive without CRM records, leaving admissions coordinators without contact context. They receive organized interaction records for same-day follow-up.
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Overview
When RFI submissions don't land in the CRM, outreach is delayed and prospects cool off. This flow captures each web inquiry as a structured interaction so admissions coordinators see context and can start outreach the same day.