1.Catches new application submission
Integrate Jotform and intake workflows to detect new application submissions and trigger lead creation workflows.
Create applicant leads from web forms for admissions
Automatically monitor new application submissions across Jotform and lead routing tools. Create and update prospect records when application submitted or new form entry or submission receivedβso you can translate program and campus choices, normalize contact fields, and set admissions follow-up without manual lead entry.
How this automation accelerates your admissions follow-up
When new Jotform submissions come in, delays can break timely follow-up and slow down admissions. This automation looks up program and campus selections, normalizes contact fields, and creates prospect recordsβso your team can respond faster.
Jotformor swap with your favorite app
2.Resolves program and campus identifiers
Integrate Formatter by Zapier, lookup tables, and data mapping tools to translate submitted program and campus selections into IDs.
Formatter by Zapieror swap with your favorite app
3.Normalizes applicant contact fields
Integrate Formatter by Zapier, field mapping tools, and validation rules to normalize names, email, and phone fields.
4.Creates a new prospect lead
Integrate EDlumina and CRM lead routing to create a prospect record with source set to the web form.
EDluminaor swap with your favorite app
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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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