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Keep IT informed of new enrolments in shared sheet

IT admins lose enrollments when CRM records don't reach the shared sheet, delaying admissions intake. This workflow adds each enrolment to the shared sheet and notifies ops so admissions start processing.

Keep IT informed of new enrolments in shared sheet

Overview

Missing enrollment rows create reconciliation gaps and stall admissions processing. Connecting your CRM to the shared spreadsheet and alerting ops ensures every enrolment is recorded and stakeholders are notified, reducing manual handoffs so operations report fewer reconciliation errors.

Notable Features

  • Add enrolment rows to sheet
  • Notify ops and admissions stakeholders
  • Prevent duplicate enrolment rows

Keep IT informed of new enrolments in shared sheet