Automated applicant data import to CRM/Student Information System

Purpose

1.1. Automate the transfer of applicant data from application portals, emails, or forms directly into the CRM or Student Information System for an architecture school program.
1.2. Automatedly centralize applicant profiles, demographic details, portfolios, academic histories, recommendations, and required documentation.
1.3. Automates verification, data normalization, deduplication, associating documentation, and status assignment in a single automatable process flow.
1.4. Facilitate automated tracking, communications, and follow-up tasks for both staff and candidates.
1.5. Minimize manual data entry errors, automate document workflows, and foster timely enrollments through automation.

Trigger Conditions

2.1. New applicant submission detected via web form, application portal, or email inbox.
2.2. Updated documents or missing data identified for existing applicant entries.
2.3. Scheduled imports or batch applicant uploads (e.g., weekly or daily).
2.4. API/webhook activity delivered from external recruitment platforms.
2.5. Changes in application status or program preferences requiring CRM/SIS update.

Platform Variants

3.1. Salesforce
• Feature: REST API (Data Import)
• Sample Config: Automate creation of 'Lead' or 'Contact' via the POST /services/data/vXX.X/sobjects/ endpoint.
3.2. HubSpot
• Feature: Contacts API
• Sample Config: Automator posts applicant JSON payload to /contacts/v1/contact endpoint.
3.3. Microsoft Dynamics 365
• Feature: Web API
• Sample Config: Automatedly set up workflow to POST applicant records to /api/data/v9.1/contacts.
3.4. Zoho CRM
• Feature: Leads/Contacts API
• Sample Config: POST applicant details with mapped fields to /crm/v2/Leads.
3.5. Slate by Technolutions
• Feature: Upload Dataset and API
• Sample Config: Automate import using XML/CSV over /import endpoint.
3.6. Ellucian Banner
• Feature: REST API
• Sample Config: Automator maps and POSTs application data using /api/teacherApplicants endpoint.
3.7. Oracle PeopleSoft
• Feature: Integration Broker SOAP/REST Services
• Sample Config: Automate applicant entry with POST to ADM_APPL_DATA service.
3.8. Blackbaud Education Management
• Feature: SKY API
• Sample Config: Automatedly push application packet via /school/v1/students endpoint.
3.9. PowerSchool SIS
• Feature: API 2.0
• Sample Config: Automate adding students with /ws/v1/student POST.
3.10. Anthology (Campus Management)
• Feature: API Suite
• Sample Config: Automator implements POST to /Admissions/Applicants/ endpoint.
3.11. Jenzabar One
• Feature: REST API
• Sample Config: Import applicant via POST /api/admissions/applicants/.
3.12. Slate.org
• Feature: API Integration
• Sample Config: Automates application payload import via API intake endpoint.
3.13. SIS by Instructure
• Feature: SIS Import API
• Sample Config: POST applicant data using /api/v1/accounts/:account_id/sis_imports.
3.14. Monday.com
• Feature: Boards API
• Sample Config: Automator creates item with applicant in 'Admissions' board via mutation { create_item(...) }.
3.15. Google Sheets
• Feature: Sheets API
• Sample Config: Automated data push using spreadsheets.values.append for applicant arrivals.
3.16. Airtable
• Feature: REST API
• Sample Config: Automate POST to /v0/{baseId}/{tableName} for new applicant.
3.17. Pipedrive
• Feature: Persons API
• Sample Config: POST applicant details using /persons endpoint for CRM-integration.
3.18. Freshdesk
• Feature: Contacts API
• Sample Config: Automator orchestrates POST to /contacts to register applicants as contacts.
3.19. SAP SuccessFactors
• Feature: OData API
• Sample Config: Use POST on /odata/v2/Candidate endpoint with mapped application schema.
3.20. Intercom
• Feature: Contacts API
• Sample Config: Automates POST to /contacts for engagement tracking.
3.21. Workday
• Feature: Workday API
• Sample Config: Automator POSTs to the Candidate resource for new incoming application.

Benefits

4.1. Automate error-free applicant record creation and enriching workflows to support admissions staff efficiency.
4.2. Automate tracking and notification sending for incomplete or flagged applications.
4.3. Automating responses improves applicant experience through rapid personalized communications.
4.4. Automatedly unify data ingestion sources, reducing silos and duplicate entries.
4.5. Automation supports granular reports for pipeline, cohort, and yield forecasting.
4.6. Automators maintain compliance on FERPA, data access, and audit trails via automated logging.