Send intro email and update applicant record thread
Send intro email and update applicant record thread
Your immigration form responses often lack verified emails, delaying follow-up. You get verified contacts, a welcome message, and the conversation thread saved on the applicant record within minutes.
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Overview
When intake forms arrive, unverified addresses and missing conversation links create follow-up friction and audit gaps. This flow validates contact details, sends the intake message within minutes, and attaches the outgoing conversation ID to the applicant record so coordinators see outreach history immediately.