1.Catch new form submission
Integrate HubSpot and CRM tools to detect new form submissions and capture registration data.
Add practice test registrants to CRM and email confirmations
Automatically capture new practice test registration submissions in HubSpot across CRM, email, and roster spreadsheets. Create and update records when registrations submit, guardian email added, or session selectedβso you can send confirmations, keep roster rows current, and log enrollments without manual data entry.
How this automation confirms practice test enrollments
When a practice test form submission lands but is handled manually, coordinators risk missed fields and slow confirmation delivery. This automation formats the registrant data, sends email confirmations, and logs each submission to your CRM and rosterβso your team can confirm enrollments quickly.
HubSpotor swap with your favorite app
2.Formats key submission fields
Integrate Sub-Zap by Zapier and data formatting tools to standardize formatted test date, phone, pronouns, and referral flags.
Sub-Zap by Zapieror swap with your favorite app
3.Sends confirmation emails
Integrate Microsoft Outlook and email templates to send confirmations to the student and guardian with session details.
Microsoft Outlookor swap with your favorite app
4.Adds row to roster workbook
Integrate Microsoft Excel and spreadsheet tables to add a new roster row for each submission timestamp and fields.
Microsoft Excelor swap with your favorite app
5.Upserts organization and people
Integrate Pipedrive and CRM matching tools to find or create organization and person records and link enrollment fields.
Pipedriveor swap with your favorite app
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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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