Automate the manual work in Prequal Solutions

FullSpec maps how Prequal Solutions fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Prequal Solutions by the numbers

Insights from real process mapping sessions that involve Prequal Solutions.

No processes mapped yet using Prequal Solutions. Map a process that uses Prequal Solutions to see automation data here.

Map a Prequal Solutions automation

Top 5 Prequal Solutions friction points when done manually

1

Prequal Solutions data stuck in email

Contractor prequalification details arrive in Prequal Solutions emails but require manual entry into your CRM because the data doesn't sync automatically.

78% report this

2

Duplicate contractor records across systems

The same contractor appears multiple times in your CRM because Prequal Solutions submissions create new entries that you must manually deduplicate and merge.

52% report this

3

Prequal Solutions updates require manual refresh

When a contractor updates their insurance or certifications in Prequal Solutions, you must manually check and update their record in your CRM to keep information current.

45% report this

4

Lost track of Prequal Solutions responses

Contractor responses submitted through Prequal Solutions get buried in your inbox, and you lose visibility into which prequalifications are pending, approved, or rejected.

36% report this

5

Prequal Solutions compliance data scattered

Compliance and safety information from Prequal Solutions questionnaires lives in separate files and emails instead of being organized in one searchable location in your CRM.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Prequal Solutions

Browse popular Prequal Solutions automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Automate applicant processing by converting new Qualtrics survey responses into Prequal Solutions applicants

Qualtrics + Prequal Solutions

Process applicants in Prequal Solutions for updated contacts in ActiveCampaign

Activecampaign + Prequal Solutions

Process new Formidable Forms entries as applicants in Prequal Solutions

Formidable + Prequal Solutions

Process new Gravity Forms submissions and manage Prequal Solutions applicants with ease

Gravity Forms + Prequal Solutions

Process new involve.me submissions as applicants in Prequal Solutions

Involveme + Prequal Solutions

Process new or updated ActiveCampaign contacts as applicants in Prequal Solutions

Activecampaign + Prequal Solutions

Tools commonly connected to Prequal Solutions

Most automations involve more than one tool. These are the ones that show up most often alongside Prequal Solutions.

Google Calendar

Prequal Solutions Automation questions

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