We have a recruitment pipeline that records interested sign-ups and manages the follow-up email process for our US Coordinator. We have a two separate pipelines that create Opportunities when a prospective student completes an application form, allowing their application process to be managed by our Admissions Coordinator.
I am looking for a recipe for an automation so that when the student applies, and an Admissions Opportunity is created, the Opportunity in the Recruitment Pipeline connected with the same Primary Contact is automatically moved to 'Won’ status.
Best answer by Michelle from Copper
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