1.Detect new deal in stage
Integrate HubSpot and CRM data to detect a new deal in the configured pipeline and stage for enrollment handling.
Send pre-reg confirmation and link contact record instantly
Automatically monitor new deals in your configured pipeline stage across HubSpot and Gmail. Create and update when deals enter pre-registration stage, applicant emails are added, or contact matches failβso you can send confirmations, update deal records, and complete contact profiles without manual outreach.
How this automation accelerates enrollment confirmations
When new deals land in the pre-registration stage, confirmations can be delayed and records may stay incomplete. This automation sends confirmation emails, updates the deal, finds or creates the contact, and associates it to the dealβso coordinators can act instantly.
HubSpotor swap with your favorite app
2.Send templated confirmation email
Integrate Gmail and email templates to send a templated confirmation to the applicant with mapped fields for placeholders.
Gmailor swap with your favorite app
3.Update deal confirmation fields
Integrate HubSpot and deal tracking to update the moving deal with course selections and an enrollment confirmation tag.
4.Find or create contact by email
Integrate HubSpot and CRM records to search by applicant email and create a new contact when no match exists.
5.Associate contact to deal and update
Integrate HubSpot and contact profiles to associate the contact to the deal and update contact properties from source fields.
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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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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