1.Catches form submission payload
Integrate Webhooks by Zapier and form submission parsing tools to receive the enrollment form payload and map submission fields.
Create enrollment leads from website forms for follow-up
Automatically catch incoming website form submissions across Webhooks by Zapier and Zapier Tables. This automation creates and updates CRM lead records, formats contact details, and logs reporting rowsβso you can follow up without manual data cleanup or spreadsheet work.
How this automation creates follow-up-ready enrollment leads
When incoming website form submissions arrive, delays can break enrollment follow-up and create messy lead records. This automation receives the payload, formats and enriches data, posts CRM records, and adds a reporting rowβso your team can act fast on clean enrollment leads.
Webhooks by Zapieror swap with your favorite app
2.Cleans fields and normalizes dates
Integrate Formatter by Zapier and data transformation tools to clean contact fields and normalize dates into MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
3.Finds franchise record by location code
Integrate Zapier Tables and lookup tools to match the submitted location code to your center mapping.
Zapier Tablesor swap with your favorite app
4.Builds and posts CRM payloads
Integrate Code by Zapier and API tools to assemble validated contact and child data and post to external CRM endpoints.
Code by Zapieror swap with your favorite app
5.Creates reporting row in Sheets
Integrate Google Sheets and reporting systems to add a row with source UTM, submission date, and CRM reference IDs.
Google Sheetsor swap with your favorite app
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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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