1.Detect deal won for admin enrollment
Integrate CRM and contact databases to capture closed deal outcomes and map contact fields to enrollment fields.
Enroll new customer admins into onboarding course slots
Automatically monitor deals won in CRM and map admin contact fields across education operations tools. Create onboarding enrollments when deals won, pipeline stage matches, or onboarding path routesβso you can assign course slots, grant admin access, and enforce the right onboarding track without manual enrollment tracking.
How this automation enrolls new customer admins into onboarding slots
When deals won trigger new onboarding requirements, delays can block admin access and orientation. This automation captures deal outcomes, filters for the right onboarding track, and enrolls administrators in Thinkificβso your team can start onboarding on time.
Capsule CRMor swap with your favorite app
2.Checks pipeline and stage
Integrate Filter by Zapier and workflow rules to continue only for new customers in the configured pipeline and stage.
Filter by Zapieror swap with your favorite app
3.Routes onboarding path
Integrate Filter by Zapier and routing logic to inspect the deal onboarding path and choose the right enrollment branch.
4.Enrolls user in the course
Integrate Thinkific and learning management to enroll administrators by mapping contact details to the correct course or cohort.
Thinkificor 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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