Create student records from tagged CRM contact entries
Create student records from tagged CRM contact entries
Your tagged CRM contacts never reach the student database, leaving admissions without contact or DOB for enrollment. Add tagged contacts as student records so coordinators can start outreach same day.
Workflow preview:
Zap details:
Overview
Tagged prospects often stall between sales and admissions because records aren’t copied over. This flow creates student records and standardizes phone numbers so admissions coordinators can begin outreach the same day and avoid manual data entry.