CRM updates with new applicant data

Purpose

1.1. Automatically sync new applicant data from enrollment forms or application portals to the customer relationship management (CRM) system to centralize prospective student management.
1.2. Eliminate manual data entry errors, enable timely applicant follow-up, and ensure admissions counselors have up-to-date information for communication and pipeline analysis.
1.3. Facilitate automated workflows such as segmentation, reminders, document collection, and communication scheduling, ensuring streamlined and compliant admissions operations for acupuncture schools.

Trigger Conditions

2.1. Submission of a new application via online form (e.g., school website, embedded forms, or recruitment portals).
2.2. Receipt of a structured email or file upload containing prospective student information.
2.3. Entry of new applicant into third-party recruitment platforms or event lists.

Platform Variants

3.1. Salesforce
• Function: Create/Update Record API
• Sample Config: Map form fields; POST to `/services/data/vXX.0/sobjects/Lead/` endpoint; handle response.
3.2. HubSpot
• Function: Create Contact API
• Sample Config: Use `contacts/v1/contact` with JSON body; map appropriate fields from source.
3.3. Zoho CRM
• Function: Insert Records API
• Sample Config: Use `POST /crm/v2/Leads`; map applicant data to CRM custom fields.
3.4. Microsoft Dynamics 365
• Function: Create Contact/Lead (Common Data Service API)
• Sample Config: Use Web API to POST `/api/data/v9.0/leads`, including applicant mapping.
3.5. Pipedrive
• Function: Persons API Add
• Sample Config: Use `/persons` endpoint, match input fields to applicant data.
3.6. ActiveCampaign
• Function: Create/Update Contact API
• Sample Config: POST to `/api/3/contacts`, attach tags for "Applicant".
3.7. Copper
• Function: Create Person API
• Sample Config: Use `/v1/people`, map data, assign “Applicant” pipelines.
3.8. Insightly
• Function: POST Contact
• Sample Config: `/v3.1/Contacts`, with applicant details in payload.
3.9. Freshsales
• Function: Create Lead API
• Sample Config: `POST /api/leads`, matching form inputs to custom fields.
3.10. Nimble
• Function: Create Contact
• Sample Config: `/api/v1/contacts`, assign “Enrollment Pipeline” segment.
3.11. Keap (Infusionsoft)
• Function: Add Contact API
• Sample Config: `POST /contacts`, with applicant form data.
3.12. Streak CRM
• Function: Add to Pipeline Box API
• Sample Config: Use Streak API to map new applicant to Admissions pipeline.
3.13. Monday.com
• Feature: Items Create via API
• Sample Config: GraphQL mutation to add applicant to admissions board.
3.14. Airtable
• Feature: Create Record API
• Sample Config: POST to `https://api.airtable.com/v0/{base}/Applicants`; map new data.
3.15. Google Sheets
• Feature: Append Values API
• Sample Config: POST applicant row to `spreadsheets.values.append`.
3.16. Notion
• Feature: Create Page API
• Sample Config: POST to `/v1/pages` in Applicants database.
3.17. CiviCRM
• Function: Contact Create API
• Sample Config: Use REST endpoint, map application fields to contact entity.
3.18. Capsule CRM
• Function: Party API
• Sample Config: POST to `/api/party`, assign applicant tags.
3.19. SugarCRM
• Function: Create Lead API
• Sample Config: POST JSON to `/rest/v11_1/Leads`; match application fields.
3.20. Asana
• Feature: Task Creation via API
• Sample Config: POST applicant as task or custom field on admissions project.

Benefits

4.1. Reduces administrative workload by automating data transfer and updates.
4.2. Increases accuracy and consistency of applicant records across platforms.
4.3. Enables faster response and personalized outreach by admissions staff.
4.4. Improves reporting, analytics, and compliance throughout the enrollment process.
4.5. Scales effortlessly as applicant volumes fluctuate without resource strain.