CRM bridge
Family data moves from the in-house CRM into the controlled agreement source.
Customer implementations
Singapore · International education
CRM-connected enrollment with governed discount logic.
Middleton International connected its in-house CRM to Google Sheets and Zegal so sibling discounts could be calculated consistently and completed agreements filed automatically.
Implementation recordMiddleton International
- Region
- Singapore
- Context
- International education
- Workflow
- 1,500 students · Google Sheets · Google Drive
- 1,500
- students
- Automated
- discount logic
- workspace connection
The operating challenge
Sibling discounts made manual fee preparation vulnerable to error.
The school’s in-house CRM held the family data, but teams still needed a reliable way to calculate discounts, prepare agreements and file the final record without repeating work across systems.
- 01
Calculate sibling discounts consistently using current family data.
- 02
Prepare agreements at the volume required for a 1,500-student school.
- 03
File each completed document with the right name and student location.
What was implemented
A live bridge from CRM data to agreement and archive.
CRM data feeds Google Sheets, formulas calculate the applicable discount, Zegal generates and completes the agreement, and Google Drive receives the named final document.
Discount calculator
Google Sheets formulas calculate the applicable sibling discount.
Agreement generation
Structured rows become consistent agreements without repetitive drafting.
Drive archiving
Completed documents are named and filed in the relevant Google Drive location.
The operational result
A clearer process, with the evidence kept inside it.
The school created a connected path from live CRM data through fee logic and agreement completion to the final archived record.
Our sibling discount structure is complex. Zegal handles the math perfectly, so our team just focuses on the families.
Which workflow should become your next case study?
Start with the systems, decisions and handoffs around it. We'll map the governed process and the evidence your teams need.