1.Catches new form submission
Integrate Webhooks by Zapier and form data mapping tools to capture the submission payload and route qualifying entries to Close.
Add form signups to CRM, mailing list, and course
Automatically catch new form submissions from your video course signup across Webhooks by Zapier, Close, Mailchimp, LearningSuite, and Slack. Create and update CRM leads, mailing list subscribers, and course enrollments when form submissions land, qualifying form paths match, or contact email is capturedβso you can reduce manual data entry.
How this automation enrolls your course leads
When new form submissions come in, missing handoffs can delay outreach and enrollment. This automation captures qualifying submissions and finds or creates leads, updates subscribers, and enrolls usersβso your team can act faster.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates lead by email
Integrate Close and CRM enrichment tools to find or create a lead and log submission details as a lead note.
Closeor swap with your favorite app
3.Adds or updates email subscriber
Integrate Mailchimp and audience list tools to add the email to the configured list and update subscription status.
Mailchimpor swap with your favorite app
4.Finds user and enrolls in course
Integrate LearningSuite and LMS tools to find or create a user and enroll them in the specified course offering.
LearningSuiteor swap with your favorite app
5.Sends sales channel message
Integrate Slack and sales notification tools to post a signup summary with CRM reference so reps see it instantly.
Slackor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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