The Futur - Course Signup Automation With Make and HubSpot CRM

Rishad Al Islam

•4 min read
a man sitting at a desk using a computer

System Overview

What it is: The Futur, a business education company, uses Make to integrate course signup data directly with HubSpot CRM. Each new signup automatically triggers onboarding emails, updates the CRM record and sends Slack notifications to the team for faster lead handling.

Core capabilities

  • Real-time syncing of course signups into HubSpot CRM
  • Automated onboarding email sequences for new students
  • Slack notifications to sales and support teams for instant awareness
  • Lead scoring and tagging based on signup details
  • Centralized record-keeping for course participation data
  • Analytics for tracking engagement and conversion rates

Business problems solved

  • Reduce manual data entry from course signups
  • Speed up lead response time with instant notifications
  • Ensure every new learner gets immediate onboarding communication
  • Keep CRM data accurate and up to date automatically
  • Improve scalability of student acquisition workflows

Industries served

Online education, EdTech platforms, professional training providers, membership-based businesses.

Actor Identification

Primary actor: Student signing up for an online course through The Futur’s platform.

Secondary actors: Make automation engine, HubSpot CRM, email automation system, Slack workspace, sales/support team.

Curious how this could work for your platform? Reach out for a free consultation.

Actor Goals

  • Student: Receive timely onboarding emails and quick responses from support.
  • Sales/Support Team: Be notified instantly about new signups to prioritize outreach.
  • Make Automation: Capture signup event, trigger CRM update and send alerts.
  • CRM System: Maintain accurate student and lead records for ongoing communication.

Context and Preconditions

  • Course signup forms connected to Make workflows
  • HubSpot CRM fields mapped to capture student details
  • Onboarding email templates set up in HubSpot or connected email system
  • Slack channels configured for new signup alerts
  • Lead handling and scoring rules defined

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Basic Flow (Successful Scenario)

  • Student signs up for a course on The Futur’s platform.
  • Make captures signup data and pushes it into HubSpot CRM.
  • HubSpot creates/updates the student record and applies lead score/tags.
  • Make triggers HubSpot to send a welcome/onboarding email immediately.
  • Slack notification is sent to the sales/support team with student details.
  • Team member follows up if needed, while automation continues email sequence.

Outcome: Lead handling is 3X faster, students receive onboarding instantly, and CRM data stays accurate without manual effort.

Alternate Flows

  • A1: Duplicate signup: If student already exists in HubSpot, record is updated instead of duplicated.
  • A2: Email delivery failure: If onboarding email bounces, Slack alert notifies support for manual follow-up.
  • A3: API timeout: If HubSpot or Slack API fails, Make retries and logs the error.
  • A4: Missing data: If signup form lacks critical info, Make flags the record for review and sends a Slack alert.

Want to ensure every signup is captured perfectly, even during system errors? Let’s discuss how we handle every scenario.