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Create new contact when applicant becomes active client

Create new contact when applicant becomes active client

Your applicant updates aren't creating contact records, leaving sales without client emails or phones for follow-up. Automatically create contacts so account managers can reach clients same day.

Create new contact when applicant becomes active client

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Overview

When applicant updates that qualify as active clients sit unpropagated, your small sales team misses same-day outreach and onboarding windows. This flow creates contact records immediately and tags them for routing so account managers can reach new clients the same day.

Create new contact when applicant becomes active client