1.Captures new entry submissions
Integrate Formidable Forms and data submission tools to capture each training-date submission to route it for record matching.
Update student group records from submitted form entries
Automatically normalize student training-date submissions across Formidable Forms, Formatter by Zapier, Airtable, and HubSpot. Create and update group assignments when entry emails change, records exist, or chose-dates properties update — so you can update schedules, assign coaches, and log follow-up without manual reporting.
How this automation updates your student group records
When new student training-date entries arrive, mismatched identifiers can delay coach assignments and training schedules. This automation normalizes emails, finds Airtable student records, updates group assignments, and updates HubSpot outcomes—so your team can reflect choices instantly.
Formidable Formsor swap with your favorite app
2.Normalizes submitted emails
Integrate Formatter by Zapier and text transformation tools to normalize the submitted email to match Airtable lookup formats.
Formatter by Zapieror swap with your favorite app
3.Finds the matching student record
Integrate Airtable and database lookup tools to find the Student Tracking record by normalized email and retrieve record details.
Airtableor swap with your favorite app
4.Continues only if record exists
Integrate Filter by Zapier and workflow control tools to proceed when a matching Airtable record is found.
Filter by Zapieror swap with your favorite app
5.Updates group schedule and coach
Integrate Airtable and record update tools to map schedule and coach choices into the student record fields and set an assigned flag.
6.Updates training-date choice in HubSpot
Integrate HubSpot and CRM action tools to update the contact property for chose training dates and create a coordinator task when missing.
HubSpotor swap with your favorite app
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Step 1
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