Marketing & External CommunicationsPurpose
1.2. Consolidate multichannel outreach (web forms, social platforms, email, SMS) into an automated funnel for lead nurturing.
1.3. Enable auto-assignment, scoring, personalized content drip, reminders, and analytics for targeted student recruitment.
1.4. Streamline repetitive intake, reduce manual data entry, trigger follow-ups, and ensure faster, more consistent communication with prospective students.
1.5. Automates pipeline tracking, status updates, and integrates campaign tracking for improved data-driven decisions.
Trigger Conditions
2.2. Incoming email inquiry to designated admissions account.
2.3. Message via Facebook Messenger, Instagram, or WhatsApp.
2.4. SMS or phone call to inquiry hotlines.
2.5. Direct interaction on LinkedIn, X (Twitter), or YouTube comments.
2.6. New subscriber to program-specific newsletters.
2.7. Event registration via Eventbrite or Zoom automatedly triggers workflow.
2.8. Zapier webhook from 3rd party lead sources.
2.9. Manual spreadsheet entry triggers automating notification.
2.10. Chatbot widget submission triggers follow-up workflow.
Platform Variants
• Function: Lead API (POST /services/data/vXX.X/sobjects/Lead) for automated lead creation and status updates.
3.2. HubSpot
• Feature: CRM Forms API & Workflows; automate inquiry creation and lifecycle stage triggers.
3.3. Marketo
• API: REST Leads endpoint for automatable prospect capture and nurture campaigns.
3.4. Mailchimp
• API: Automations endpoints to enroll new subscribers and send follow-up series automatedly.
3.5. ActiveCampaign
• Feature: Automate “Add Contact” with auto-triggered segmentation and follow-up automations.
3.6. Intercom
• Feature: Messenger SDK and Conversations API for automated chat-based lead assignment.
3.7. Facebook Messenger
• API: Webhooks + Messages endpoint for automated lead capture and message sequences.
3.8. WhatsApp Business
• API: WhatsApp Cloud API for automated reply bots and auto-tagging of new student inquiries.
3.9. Google Sheets
• API: Sheets API appendRow for automating intake and monitoring with triggers on data entry.
3.10. Twilio
• Feature: Messaging API for automating SMS reply and contact creation upon inquiry.
3.11. SendGrid
• Function: Automated transactional email triggers using Send Single Email endpoint.
3.12. Zapier
• Feature: Webhooks and Multi-Step Zaps for connecting inquiry forms to CRM and email automations.
3.13. Calendly
• API: Webhook integration for automated follow-up invites post-inquiry.
3.14. Eventbrite
• API: Webhook subscription; automates student event inquiry intake.
3.15. BambooHR
• Function: Add Candidate endpoint for automating transfer of inquiry to admissions HR for student worker assignment.
3.16. Monday.com
• Feature: Boards API for automating automator tasks and pipeline updates on new leads.
3.17. Google Forms
• API: Forms API for automating capture and push to CRM.
3.18. Zoom
• API: Meeting Registrant Created event automates lead routing and follow-up.
3.19. LinkedIn
• API: Webhooks for automatedly logging message inquiries and profile contact details.
3.20. Slack
• Feature: Incoming Webhooks for automating team notifications on new lead activity.
Benefits
4.2. Automates timely, multi-channel follow-up, boosting conversion rates.
4.3. Automating the scoring and segmentation delivers high-priority leads to admissions instantly.
4.4. Centralized automated pipeline automates staff workload, freeing up manual overhead.
4.5. Automating analytics surfaces actionable insights, optimizing recruitment campaigns.
4.6. Swift, automated, and personalized communication enhances prospect experience.
4.7. Automates syncing and notifications across all platforms for consistent data.