Move deals to application stage from incoming emails

You get application emails that don't tie to CRM deals, causing missed deal-stage updates. The flow keeps deals current so admissions can act within minutes.

Move deals to application stage from incoming emails

Overview

Application emails that lack CRM links stall admissions and waste time on manual lookups; this flow finds the right deal and advances its stage so reps immediately see applicant context. That reduces manual triage and lets admissions follow up within minutes, or alerts the team when a deal needs creation.

Move deals to application stage from incoming emails