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Create student lead and task from web form

Create student lead and task from web form

Your web form student enquiries arrive without structured CRM records, leaving admissions unclear on intake and delays in response. Capture leads and create follow-up tasks so staff respond same day.

Create student lead and task from web form

Overview

Incoming student enquiries often arrive without intake context, causing admissions to delay outreach and lose momentum. This flow converts each qualifying web submission into a CRM lead plus a linked follow-up task, so coordinators can act on enquiries same day and preserve intake context.

Create student lead and task from web form