Update disqualified applicants in CRM and notify team
Update disqualified applicants in CRM and notify team
Your intake form applicants missing status updates lead reps to contact unqualified prospects and waste outreach. Apply disqualified status in CRM and alert coordinators so outreach is stopped same day.
Workflow preview:
Zap details:
Overview
When applicants self-report that they can’t invest, your reps should not waste outreach capacity on them. This workflow flags those submissions as disqualified and alerts coordinators so outreach stops same day and your pipeline stays accurate.