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Create qualified deals and enroll applicants into workflows

Create qualified deals and enroll applicants into workflows

Your form submissions lack qualification tags, leaving reps unsure which applicants to prioritize. It turns each response into a contact or deal and enrolls them into workflows for same-day outreach.

Create qualified deals and enroll applicants into workflows

Overview

Form applicants need immediate routing so reps know who to prioritize. This flow creates or updates contacts, builds deals for qualified applicants, and enrolls each person in the right nurture so reps can act same day.

Create qualified deals and enroll applicants into workflows