1.Detect tagged contact event
Integrate Clientify to detect contact tagged events and capture the payload for import and field mapping.
Create student records from tagged CRM contact entries
Automatically monitor Clientify contact tagged events across education and admissions tools. Create and update student records when contacts are tagged for enrollment, then normalize phone inputs and map identity fieldsβso you can import faster without duplicate work.
How this automation creates complete student records
When tagged CRM contacts are not converted into enrollment-ready records, admissions teams lose time to data cleanup and reentry. This automation pulls tagged contact payloads, formats and cleans phone fields, and creates student recordsβso your team can enroll faster.
Clientifyor swap with your favorite app
2.Maps tagged contact source fields
Integrate Clientify and data mapping tools to map source fields to core student attributes for the record build.
3.Converts phone line items
Integrate Formatter by Zapier and formatting tools to convert phone line items into text variables for enrollment use.
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4.Cleans and formats phone strings
Integrate Formatter by Zapier and data normalization tools to remove international dialing codes and standardize local phones.
5.Creates student record
Integrate Teach 'n Go and student management tools to create student records by mapping identity fields and registration details.
Teach 'n Goor swap with your favorite app
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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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