Flag lead as disqualified from form submission and notify
Flag lead as disqualified from form submission and notify
You get disqualified mentorship applicants via form entries, leaving reps without CRM context. It updates lead status and posts a team alert so action happens same day.
Overview
When applicants are disqualified by intake forms, your reps and program coordinators often lack the context needed to act quickly. This flow updates the CRM record and posts a team alert so decisions and reassignment happen same day.