CRM & Lead NurturingPurpose
1.2. Automation minimizes manual errors, accelerates decision notifications, and nurtures leads with relevant status-based messaging via SMS, email, or messaging apps.
1.3. End-to-end automating covers acknowledgment of application receipt, in-progress cues, interview scheduling, missing documents reminders, acceptance, rejection, or waitlist notifications, and post-acceptance onboarding tasks.
Trigger Conditions
2.2. Document upload or missing documents flag triggers automated status alert.
2.3. Automated interview result submission triggers instant status change notifications.
2.4. Payment received or pending automates relevant application status updates.
2.5. Scheduled time-based automator checks update applicants after X days of inactivity.
Platform Variants
• Feature/Setting: Process Builder/Flow automation to trigger status update emails/SMS based on `Application_Status__c` field changes.
3.2. HubSpot
• Feature/Setting: Automate using Workflows on custom property `Application Status`. Configure email/SMS via integrations.
3.3. Zapier
• Feature/Setting: Multi-step automations to update students via Gmail, SMS by Zapier, or Messenger when Google Sheets or CRM updated.
3.4. Microsoft Power Automate
• Feature/Setting: Automator flows on SharePoint/Excel data changes to send Teams, Outlook or SMS notifications.
3.5. Twilio SMS
• Feature/Setting: Automated SMS triggered by API — `Messages.create()` function; template body based on application status.
3.6. SendGrid
• Feature/Setting: Automated email via `mail/send` API for application status change; use dynamic transactional templates.
3.7. Slack
• Feature/Setting: Automate updates to channels or DM via Incoming Webhooks or `chat.postMessage` API.
3.8. Google Sheets
• Feature/Setting: Google Apps Script triggers to send email or webhook when status cell changes in application row.
3.9. ActiveCampaign
• Feature/Setting: Automate using Automations to send triggered emails or SMS when custom field `Application Status` is updated.
3.10. Mailchimp
• Feature/Setting: Trigger Customer Journeys via API or List automation when tagged with new application status.
3.11. Pipedrive
• Feature/Setting: Automate status-based email/SMS through Workflow Automations on `Deal stage` updates.
3.12. Zoho CRM
• Feature/Setting: Automate via Blueprint or Workflow Rules — status field update triggers email/SMS templates.
3.13. Airtable
• Feature/Setting: Airtable Automations — when ‘Status’ field changes, send notification via email, SMS, or webhook.
3.14. Intercom
• Feature/Setting: Automate in-app and email messages using Custom Bots when user’s status property changes via API.
3.15. WhatsApp Business API
• Feature/Setting: Trigger automated WhatsApp template messages using `/messages` endpoint after status change event.
3.16. Telegram Bots
• Feature/Setting: Automate bot to send application status messages with `sendMessage` API on status update.
3.17. Gmail
• Feature/Setting: Automated emails with Apps Script or API to applicants when monitored spreadsheet/CRM status changes.
3.18. Facebook Messenger API
• Feature/Setting: Automate status notification to applicants with `/messages` endpoint, triggered by CRM status update.
3.19. Monday.com
• Feature/Setting: Automate via custom automation blocks on status column, push updates through connected channels.
3.20. ClickSend
• Feature/Setting: Automated SMS or email via `/sms/send` endpoint triggered by application status webhook event.
Benefits
4.2. Automating minimizes workload on staff and reduces manual intervention.
4.3. Automation eliminates delays and communication gaps for faster enrollment decisions.
4.4. Multi-channel automator ensures updates reach applicants on preferred platforms automatically.
4.5. Automation provides compliance and audit trail with timestamped messaging and status history.