1.Captures new inbound enrollment email
Integrate Email by Zapier and email inbox routing to watch for new inbound enrollment emails and to start lead capture.
Create enrollment leads and subscribe to nurture list
Automatically monitor new inbound email to monitored address across Email by Zapier, Formatter by Zapier, Pipedrive, Klaviyo, and Microsoft Teams and Slack. Create and update when enrollment details extract, CRM records update, and nurture subscriptions add—so you can enroll faster, follow up automatically, and keep nurture moving without manual follow-up.
How this automation creates enrollment leads faster
When inbound enrollment emails hit a monitored address, slow handoffs can delay nurture and waste coordinators time. This automation extracts fields, upserts Pipedrive person and deal records, and adds subscribers to Klaviyo and notifies Teams and Slack—so your team can follow up at the peak of intent.
Email by Zapieror swap with your favorite app
2.Extracts enrollment fields from email
Integrate Formatter by Zapier and text extraction tools to extract key fields from the email body and to map enrollment details.
Formatter by Zapieror swap with your favorite app
3.Finds or creates CRM person
Integrate Pipedrive and CRM data matching to search by extracted email and to upsert the person record.
Pipedriveor swap with your favorite app
4.Finds product and upserts deal
Integrate Pipedrive and pipeline automation to search product by extracted code and to create or update the linked deal.
5.Adds or updates nurture subscriber
Integrate Klaviyo and marketing profile fields to add the extracted contact to the configured nurture list.
Klaviyoor swap with your favorite app
6.Notifies coordinators with enrollment details
Integrate Microsoft Teams and Slack and team messaging tools to send internal notifications with the deal link and program details.
Slackor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Step 1
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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
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