CRM Integration for Higher Ed
Unify your stack. See every student. Scale enrollment and success.
Intellect Education Group connects your CRM to the tools that power recruitment, admissions, student success, and career outcomes. Beyond integrations, we build custom data models and dashboards that show exactly where each learner is—from first inquiry to graduation—so your teams can focus on academics while we handle the technology and results.
What We Do
CRM Implementation & Optimization
We implement and fine-tune platforms like Slate, Salesforce, HubSpot, and Microsoft Dynamics, aligning objects, fields, and workflows to higher-ed use cases (prospects, applicants, admits, enrolled, alumni).
Systems Integration (LMS, SIS, MarTech & More)
We connect your CRM to LMS, SIS, marketing automation, payment gateways, proctoring, scheduling, identity/SSO, and other mission-critical systems—securely and reliably.
Student Journey Tracking (Custom Build)
We create 360° learner profiles with term-by-term milestones, risk indicators, and next-step prompts, giving advisors and leaders real-time visibility into persistence, completion, and outcomes.
Enrollment Automation & Communications
We configure lead scoring, counselor routing, email/SMS journeys, and application nudges so every prospect receives the right message at the right time—without manual effort.
Data Pipelines, ETL & Executive Reporting
We design clean data flows (APIs, iPaaS, SFTP), deduplicate records, standardize fields, and deliver live dashboards for funnel performance, cohort health, and revenue forecasting.
Security, Roles & Compliance
We implement SSO, role-based access, audit trails, and FERPA/GDPR controls, ensuring data privacy and institutional compliance across your ecosystem.
How We Work
Assess & Architect
We review your stack, data schemas, and goals, then deliver a future-state architecture and integration map.
Build & Integrate
We configure the CRM, create connectors, normalize data, and set up automations and event triggers.
Validate & Launch
We test end-to-end flows—from lead capture to SIS/LMS updates—and harden for scale and security.
Operate & Improve
We monitor pipelines, resolve errors, enhance journeys, and expand reporting as needs evolve.
Platforms & Ecosystem (Examples)
- CRMs: Slate, Salesforce, HubSpot, Microsoft Dynamics
- LMS/SIS: Canvas, Blackboard, Moodle, Banner, Ellucian, Workday
- MarTech & Ops: Google Analytics, Tag Manager, Marketing Cloud, Pardot, Marketo, Braze, Twilio, Formstack, Zapier/Make
(We work within your current stack or recommend a pragmatic path forward.)
Quality & Governance
We use version-controlled configuration, change management, sandbox testing, and observability tools to keep integrations stable. Accessibility, privacy, and brand standards are built into every asset and workflow.
Ready to See the Whole Student Journey?
We’ll integrate your CRM, automate the critical steps, and surface the insights that matter—so your institution can focus on academics while enrollment and student success move forward.
Request a CRM Integration & Student Journey Demo