1.Creates form submission event
Integrate WPForms and form handling tools to detect new form entry submissions and trigger enrollment processing
Create short-term application records from new form submissions
Automatically monitors new form entries across WPForms and Salesforce. Create short-term application records when submissions include term and deposit answersβso you can parse fields, create or update contacts, and log applications without manual enrollment data entry.
How this automation creates short-term application records
When new form entry submissions arrive, admissions data can stall and reviewers wait. This automation parses fields and updates or creates contacts and application recordsβso you can keep intake moving without manual enrollment work.
WPFormsor swap with your favorite app
2.Finds contact by submitted email
Integrate Salesforce and CRM search tools to find a matching contact and return the contact ID for downstream updates
Salesforceor swap with your favorite app
3.Parses term and deposit fields
Integrate Formatter by Zapier and data parsing tools to parse submitted term values and map program and payment answers to fields
Formatter by Zapieror swap with your favorite app
4.Branches to create or update contact
Integrate Filter by Zapier and workflow branching tools to check whether a contact exists and route to the right Salesforce action
Filter by Zapieror swap with your favorite app
5.Creates application record for admissions
Integrate Salesforce and admissions processing tools to create the application record with term, degree, deposit flags, and timestamps
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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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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