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Create or update student CRM records from forms

Create or update student CRM records from forms

Your website enrollment form submissions land without CRM records, delaying outreach and losing source context. They become CRM records with source tags so managers can follow up same day.

Create or update student CRM records from forms

Overview

Stop leaving website leads in an inbox or CSV; this flow converts each enrollment form submission into a matched CRM record with source context so enrollment managers can begin outreach the same day. It reduces manual imports and ensures every lead is tagged for campaign segmentation ahead of follow-up.

Create or update student CRM records from forms