YunJiaoWu · AI Enrollment

SleekFlow inquiries become sales opportunities and get an advisor automatically

For teams that receive inquiries in SleekFlow and follow up in YunJiaoWu. AI Enrollment connects inbound chat to CRM: the system creates a sales opportunity and assigns an advisor—less manual re-entry, fewer dropped follow-ups.

SleekFlow integration · Trial available

1. Pain: the chat has the inquiry; CRM still needs a second entry

Leads land in SleekFlow chats first, then advisors copy them into YunJiaoWu—easy to miss or duplicate when busy.

Reception lives in chat; conversion lives in CRM. When people paste between the two, new inquiries pile up in the thread list and assignment gets uneven. After YunJiaoWu connects to SleekFlow, new inquiries create sales opportunities and assign advisors by rule so follow-up continues on one opportunity.

Illustration of enrollment leads and sales opportunities

2. After an inquiry arrives, how the sales opportunity is created

From inbound chat to an opportunity on an advisor’s list—by agreed rules, not a second paste.

1

Create the opportunity automatically

When a new inquiry arrives in SleekFlow, YunJiaoWu CRM creates a matching sales opportunity with available inquiry fields.

2

Assign an advisor automatically

School-configured assignment rules route the opportunity so teams spend less time asking who should take it.

3

Connects to your existing follow-up flow

Once inside YunJiaoWu, advisors keep working in the CRM follow-up they already know—no parallel spreadsheet.

3. Fit and boundaries

Built for SleekFlow inbound plus YunJiaoWu follow-up. Field mapping and assignment rules can be configured per school; exact scope is confirmed during integration.

1

SleekFlow inbound scenarios

This page focuses on inquiries moving from SleekFlow into YunJiaoWu CRM. Other acquisition channels can be discussed separately.

2

Fields and assignment configurable per school

Inbound field mapping and advisor rules are set per campus; rollout scope is confirmed together during integration.

3

Less re-entry, not a substitute for follow-up

Auto-create and auto-assign cut duplicate typing; advisors still follow up and convert inside CRM.

4

Integration trial available

This page does not list customer names. Apply for a trial with real inquiry samples when you need the path live.

5. FAQ

Confirm these before integration.

Q: Will this overwrite opportunities already in follow-up?
A: The goal is to create and assign opportunities for new inbound inquiries. How to dedupe or merge with in-progress opportunities is agreed against your CRM rules during implementation.
Q: Can assignment rules be customized?
A: Yes, per school. Round-robin, named advisors, and similar policies are confirmed during integration; this page does not expand unagreed detail.
Q: Is SleekFlow the only supported inbound channel?
A: This page describes the SleekFlow path. Other inquiry sources that need auto-created opportunities can be evaluated with us.
Q: Are there public case metrics?
A: Apply for an integration trial and validate with real inbound samples against how you enroll today.

6. Next step

Bring SleekFlow inbound samples, how you assign advisors today, and your current CRM opportunity fields—then trial how AI Enrollment turns inquiries into opportunities automatically.

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