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Create prospects from form submissions and notify ops

Create prospects from form submissions and notify ops

Your form submissions lack prospect tags, so institutional and student enquiries are misrouted or delayed. The workflow creates prospect records and notifies marketing ops for same-day routing.

Create prospects from form submissions and notify ops

Overview

Inbound form enquiries must become actionable prospects or they sit unresolved and slow outreach. This flow captures each submission as an enriched prospect, flags likely student entries, and alerts marketing ops so leads are routed same day.

Create prospects from form submissions and notify ops