Prevent missed enrollments: alert admissions when CRM match missing

IT administrators see enrollment emails lacking a CRM match, causing applications to be overlooked. Alerts notify admissions to create or correct records, ensuring no applicant is missed.

Prevent missed enrollments: alert admissions when CRM match missing

Overview

Admissions pipelines leak when enrollment emails don't map to CRM records, forcing manual searches and lost opportunities. This workflow routes every unmatched application to admissions and creates a review task, eliminating manual triage and ensuring no applicant is missed.

Notable Features

  • Notify admissions on missing CRM match
  • Create follow-up task for review
  • Attach original email to alert

Prevent missed enrollments: alert admissions when CRM match missing