1.Detect new intake record
Integrate Airtable and CRM intake tooling to detect new rows and to route submissions into your workflow automatically.
Create sales deal and contact from application submissions
Automatically monitor new intake records in Airtable across CRM and email apps. Create and update when submissions land, sending alerts so you can create contacts, link deals, and notify coordinators without manual follow-up.
How this automation accelerates deal creation
When new application rows arrive in Airtable, follow-up can lag and opportunities stay untracked. This automation runs JavaScript to normalize data, resolves accounts, creates or updates CRM contacts and deals, and sends email notificationsβso your team can respond fast.
Airtableor swap with your favorite app
2.Run JavaScript normalization
Integrate Code by Zapier and data transformation tools to split names and to normalize applicant fields for CRM use.
Code by Zapieror swap with your favorite app
3.Lookup account or program context
Integrate Sub-Zap by Zapier and CRM resolution tools to find an existing account and to return the matching account ID.
Sub-Zap by Zapieror swap with your favorite app
4.Find or create contact and create deal
Integrate Zoho CRM and CRM record management to find or create contacts and to create linked deals in your pipeline.
Zoho CRMor swap with your favorite app
5.Send admissions notification email
Integrate Gmail and email routing tools to notify the admissions inbox with CRM details to trigger follow-up quickly.
Gmailor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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