Create qualified person and deal from form submission
Create qualified person and deal from form submission
You receive candidate submissions without CRM records, leaving reps without contact context or outreach priority. Create person and deal records so reps can follow up the same day.
Overview
When candidate submissions arrive untracked, reps waste time hunting for context and priority. This flow turns each qualified submission into a CRM person and deal so reps get follow-up-ready context and can start outreach the same day.