1.Detect deal stage updated
Integrate Pipedrive and CRM records to find the person linked to the deal stage update and proceed with registration details.
Send registration note and update contact record quickly
Automatically monitor deal stage updates across Pipedrive and trigger Superchat workflows. Send registration messages and update contact records when deals enter the registration stage, enrollment dates confirm, or course details appearβso you can enrich contacts, standardize dates, and confirm next steps without manual follow-up.
How this automation accelerates your registration follow-through
When deal stage changes and registration info sits in multiple tools, follow-ups get delayed and students miss next steps. This automation finds the person, formats the enrollment date, updates the contact record, and sends a registration messageβso your team confirms quickly.
Pipedriveor swap with your favorite app
2.Find person and related deal
Integrate Pipedrive and CRM lookups to map the person ID to the person search and pull the related deal record.
3.Format enrollment date fields
Integrate Formatter by Zapier and date normalization tools to convert the source enrollment date into YYYY-MM-DD for reuse.
Formatter by Zapieror swap with your favorite app
4.Find contact by phone
Integrate Superchat and contact matching tools to search by the primary phone number and identify the right contact.
Superchator swap with your favorite app
5.Update and send registration message
Integrate Superchat and messaging tools to update custom attributes with enrollment details and send an SMS confirmation.
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
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
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Jacob Sirrs, Marketing Operations Specialist
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