Update CRM stage and send confirmation email to applicants
Update CRM stage and send confirmation email to applicants
Your applicant form submissions don't update your CRM, leaving candidate records stale. It advances the CRM box, adds the contact, and sends confirmation so coordinators can act same day.
Overview
Incoming form applicants often arrive untracked and require manual triage; this flow emails the submitter immediately, finds the related CRM box, and advances it into intake. That gives coordinators an actionable record and reduces manual handoffs so follow-up happens the same day.