1.Captures new enrollment submission
Integrate Cognito Forms and enrollment forms tools to extract guardian contact and student details, including mapping entry timestamp to submission time.
Create student registration and update parent lead record
Automatically capture new enrollment form entries across Cognito Forms, Formatter by Zapier, and Airtable. Create and update when guardian email matches or submissions arriveβso you can normalize contact details, link parent leads, and build registration records without manual data entry.
How this automation links leads to registrations automatically
When enrollment submissions hit Cognito Forms, manual entry can delay admissions decisions. This automation normalizes guardian contact data, creates or updates parent lead records, and builds registration recordsβso your team can act without manual data entry.
Cognito Formsor swap with your favorite app
2.Normalizes guardian email
Integrate Formatter by Zapier and data cleanup tools to lowercase and normalize guardian email for reliable matching in Airtable.
Formatter by Zapieror swap with your favorite app
3.Finds parent lead by email
Integrate Airtable and CRM matching tools to search Leads by normalized guardian email and map phone for secondary matching.
Airtableor swap with your favorite app
4.Updates or creates parent lead
Integrate Airtable and record automation tools to update lead fields and link the registration, or create a new lead when no match exists.
5.Finds or creates registration
Integrate Airtable and registration records tools to find or create the Registrations entry and write student details and the linked lead ID.
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Explore all student enrollment management automations
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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