1.Monitor deal stage property change
Integrate HubSpot and CRM reporting tools to trigger on deal stage change and pull core deal fields for the student record.
When deal stage property changes indicate a deal has moved into the enrolled stage, manual handoffs can delay admissions processing. This automation pulls deal details, retrieves the associated contact reference, and posts a mapped JSON payload to your student systemβso your team can begin enrollment processing fast.
Integrate HubSpot and CRM reporting tools to trigger on deal stage change and pull core deal fields for the student record.
Integrate HubSpot and contact association tools to retrieve the contact association and return the contact reference for the payload.
Integrate Webhooks by Zapier and API field mapping to post to the SIS endpoint with mapped deal and contact identifier fields.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
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