# Using Hubspot for program admissions **URL:** \ **Category:** CRM\ **Created:** [July 27, 2022, 4:04am UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786 "2022-07-27T04:04:03Z")\ **Posts on this page:** 6\ **Page:** 1
**Author:** ![katherine\_bee](https://avatars.discourse-cdn.com/v4/letter/k/e68b1a/32.png) [@katherine\_bee](https://community.hubspot.com/u/katherine_bee)\ **Post date:** [July 27, 2022, 4:04am UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/1 "2022-07-27T04:04:03Z")
Hey all! We are currently using Hubspot as a way to funnel customers/participants into a program admissions process for an upskilling course. There are a few things that we are looking to try to get Hubspot to do - any advice would be helpful! 1. Someone being moved to a deal stage, and having a workflow automatically send them a Google calendar invite. 2. Easiest and cleanest way to set up a workflow so that people who did not open the email get re-sent a reminder. 3. We need to use evaluation rubrics to assess a candidates strength. Easiest and quickest way for this form to be used when someone is moved into a deal stage, and to have this form update a contact record and ideally produce a PDF document of the rubric and feedback that can be backed up somewhere. 4. Integrating Hubspot and Docusign so that all signed documents back up to a contact record. I think that’s it for now but lots more to come! We are already using things like Make and Zapier to try to connect everything but so far a little clunky and prone to breaking. ---
**Author:** ![danmoyle](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/danmoyle/32/91166_2.png) [@danmoyle](https://community.hubspot.com/u/danmoyle)\ **Post date:** [July 27, 2022, 12:58pm UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/2 "2022-07-27T12:58:26Z")
Hi [@katherine\_bee](https://community.hubspot.com/t5/user/viewprofilepage/user-id/406564). This is quite a bit of functionality you’re looking to build, but I believe it’s mostly possible in HubSpot. 1. You can create automation in your Deals settings to send emails pretty easily. ![danmoyle_0-1658926388551.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/e/e507d7f56648346bb7e489e67e24f1544ff2a0ee.png) 2. Workflow branches based on previously sent marketing emails are easy. ![danmoyle_1-1658926531882.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/2/1/215bd4056895dd6bf29d0585f2bdbc94c054962b.png) Then choose your action: ![danmoyle_2-1658926573443.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/1/c1017386f9429804a7ed7fd4498ac96afa7f3a15.png) 3. HubSpot has a lead scoring property [which you can learn about here](https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads). It doesn’t push to a PDF, but actually keeps the data right in HubSpot. 4. [Use HubSpot’s integration with DocuSign](https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-docusign) - it’s possible! Hope that helps! ---
**Author:** ![katherine\_bee](https://avatars.discourse-cdn.com/v4/letter/k/e68b1a/32.png) [@katherine\_bee](https://community.hubspot.com/u/katherine_bee)\ **Post date:** [July 27, 2022, 5:57pm UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/3 "2022-07-27T17:57:59Z")
Thanks Dan! Any idea of there is also a way to set up a workflow, something along the lines of: Email with Hubspot meeting link is sent to book an interview time --\> If no meeting booked then send a reminder email ? ---
**Author:** ![katherine\_bee](https://avatars.discourse-cdn.com/v4/letter/k/e68b1a/32.png) [@katherine\_bee](https://community.hubspot.com/u/katherine_bee)\ **Post date:** [July 27, 2022, 5:56pm UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/4 "2022-07-27T17:56:39Z")
It does yes! We will take a look. Definitely a lot we are looking to do with Hubspot. Thanks! ---
**Author:** ![IPerezGarcia](https://avatars.discourse-cdn.com/v4/letter/i/34f0e0/32.png) [@IPerezGarcia](https://community.hubspot.com/u/IPerezGarcia)\ **Post date:** [August 4, 2022, 6:13am UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/5 "2022-08-04T06:13:27Z")
interesante, me ayudara a entender mas este proceso del marketing ---
**Author:** ![DianaGomez](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dianagomez/32/48035_2.png) [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\ **Post date:** [August 4, 2022, 7:11pm UTC](https://community.hubspot.com/t/using-hubspot-for-program-admissions/61786/6 "2022-08-04T19:11:17Z")
Hola [@IPérezGarcía](https://community.hubspot.com/t5/user/viewprofilepage/user-id/427011) espero que estés muy bien 😊 Te invito a que cambies el idioma en la parte izquierda arriba, al ponerlo en español verás todas las conversaciones que tenemos en este idioma y podrás participar en el mismo. Nos encantaría ver tus aportes y preguntas allí 🙂 Saludos, Diana