Create program applicant record and send welcome email
Create program applicant record and send welcome email
New program applicants in your CRM lack structured capture, leaving coordinators without a single verification list. It creates records and sends a welcome email so verification starts same day.
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Overview
Uncaptured applicant contacts slow verification and frustrate partners; this flow guarantees each qualifying CRM contact becomes a single applicant record and receives onboarding instructions automatically. That translates to coordinators having verified context and applicants receiving next-step instructions within minutes.