Create prospect academic interest record from form entries
Create prospect academic interest record from form entries
Your prospect form submissions arrive without CRM context, delaying counselor outreach and qualification. It creates academic interest records linked to programs so counselors can follow up same day.
Workflow preview:
Zap details:
Overview
Admissions teams often lose momentum when form signups lack CRM context; this flow creates structured prospect interest records and links them to program context automatically. That means counselors can begin personalized outreach the same day, reducing manual entry and speeding qualification.