1.Detect new form submission
Integrate HubSpot and form processing to capture new admissions leads from a configured form submission.
Create admission lead and outreach content in pipeline
Automatically monitor admissions form submissions across HubSpot and monday.com. Create and update when admissions form submitted, program interest selected, or preferred contact capturedβso you can create pipeline records, generate outreach messages, and attach prospect briefs without manual data entry.
How this automation creates admission leads at scale
When admissions form submissions arrive without structured follow-up, coordinators lose time and outreach consistency drops. This automation extracts lead details, creates monday pipeline records, generates outreach messages, and updates each item with a prospect briefβso your team can act fast.
HubSpotor swap with your favorite app
2.Extract first name
Integrate ChatGPT (OpenAI) and data parsing to standardize a single capitalized first name for downstream mapping.
ChatGPT (OpenAI)or swap with your favorite app
3.Create pipeline item
Integrate monday.com and workflow boards to create an item and map submission fields into the configured columns.
monday.comor swap with your favorite app
4.Generate outreach messages
Integrate ChatGPT (OpenAI) and messaging templates to generate an initial outreach message and one follow-up.
5.Create prospect brief doc
Integrate Google Docs and document templates to populate a prospect brief and return the document link.
Google Docsor swap with your favorite app
6.Update item with brief and copy
Integrate monday.com and collaboration links to attach the Google Docs link and paste outreach text into long-text fields.
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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.
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