1.Detect updated program record
Integrate HubSpot and CRM data tools to detect program record updates from a custom object.
Create and remove active course offerings in your table
Automatically monitor updated program records across HubSpot and Zapier Tables. Create and delete table records when program active flag updates, program retires, or program reactivatesβso you can create offerings, set schedules, and remove retired entries without manual table cleanup.
How this automation keeps your active offerings table current
When updated program records arrive, your offerings table can drift and show retired programs. This automation monitors program active flag updates and creates and deletes Zapier Tables recordsβso your team can keep active offerings accurate.
HubSpotor swap with your favorite app
2.Branch by active flag
Integrate Filter by Zapier and rules engines to continue only for records with qualifying active status.
Filter by Zapieror swap with your favorite app
3.Create record for active programs
Integrate Zapier Tables and data mapping tools to create table records with owners, dates, and course fields.
Zapier Tablesor swap with your favorite app
4.Find record for inactive programs
Integrate Zapier Tables and record lookup tools to locate the existing table entry by matching source object ID.
5.Delete record for retired programs
Integrate Zapier Tables and data cleanup tools to delete matched entries so retired programs are removed from the active table.
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Simplify course delivery with automated enrollment updates, learner notifications, and access tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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