1.Monitor new contact
Integrate Salesforce and CRM tools to detect new contacts to start applicant onboarding.
Create program applicant record and send welcome email
Automatically monitor new contacts across Salesforce and onboarding tools. Create and update program applicant records when new contact is created, eligibility is verified, or program submission qualifiesβso you can enrich profiles, log applicant records, and send welcome emails without manual follow-up.
How this automation creates applicant records faster
When new contacts enter your CRM but onboarding details lag, applicants wait and welcome timing slips. This automation filters eligibility, enriches profiles, creates a single applicant record, and sends welcome emailβso your team can scale outreach without manual CRM entry.
Salesforceor swap with your favorite app
2.Continue for qualifying submissions
Integrate Filter by Zapier and CRM routing tools to continue only for qualifying program submissions.
Filter by Zapieror swap with your favorite app
3.Find customer by email
Integrate Stripe and payment records to find customers by email to enrich applicant records.
Stripeor swap with your favorite app
4.Find user and profile link
Integrate Vitally and user directory tools to find users by email to add a success profile link.
Vitallyor swap with your favorite app
5.Create applicant record in table
Integrate Zapier Tables and record databases to create a new applicant row with enriched fields.
Zapier Tablesor swap with your favorite app
6.Send welcome email to contact
Integrate Gmail and email delivery tools to send a tailored welcome email with checklist and CC.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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.
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