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Communication integration

Connect Applicant Email with the Admissions Journey

Send configured applicant communication and keep relevant activity connected to the journey.

Available in LeadEx CRM
EmailLeadEx CRMAdmissions team

Connected context

Connect the communication context

Use configured email communication around applicant and admissions events.

01

Applicant context

Keep relevant communication activity connected to the applicant journey.

02

Configured events

Send approved messages around defined stages and actions.

03

Team visibility

Help responsible users understand what communication has occurred.

Accountable workflow

From journey event to accountable action

LeadEx CRM uses configured workflow context to support timely communication without replacing team judgement.

  1. 01Applicant event
  2. 02Configured email
  3. 03Activity context
  4. 04Next action

What is confirmed before setup

Provider account ownership, plan availability, required approvals, credentials, data scope and compatible interfaces are reviewed during discovery. Final availability depends on that verification.

Explore fit

See Email in your admissions context.

Walk through the relevant use case, prerequisites and responsible workflow with the Lead Examine team.

Book a guided demo