Siavash Zahir / Project studio

HUBSPOT / ZAPIER / RECORD ASSOCIATIONS

RMDY Academy intake automation

Connected consultation intake to HubSpot with record matching, duplicate controls and correct contact associations.

6

Connected intake forms

600 monthly submissions

0.5%

Duplicate creation rate

Reduced from 5%

99%

Correctly associated submissions

Improved from 91%

THE PROCESS AT A GLANCE

Clear context.
A responsible next step.

A high-level view of the process. It presents the architecture without publishing private configuration, records or operational rules.

  1. 01

    Capture

    Receive the submitted consultation context.

  2. 02

    Match

    Identify the relevant student and consultation record.

  3. 03

    Associate

    Keep the submission connected to the right contact.

  4. 04

    Review

    Flag records requiring attention without losing the submission.

WHAT I BUILT

Designed around
the handoff.

HubSpot Starter and Zapier integration, consultation matching, create/update controls and association checks.

Validation covered fresh initial consultations, repeated submissions and follow-ups. Private matching keys and implementation rules are omitted from this public overview.