1.Detects new RFP form submission
Integrate Act-On and RFP form fields to capture company name and timestamp, then pass submitter email for domain extraction.
Create RFP prospect records from form submissions into table
Automatically monitor RFP form submissions across Act-On and Formatter by Zapier. Create and update intake records when submissions are submitted or domains are extractedβso you can extract domains, populate the intake table, and accelerate triage without manual spreadsheet updates.
How this automation accelerates RFP triage
When new RFP form submissions arrive, delays can slow review and complicate matching. This automation extracts domains and creates intake table recordsβso your team can triage submissions faster and reduce duplicate handling.
Act-Onor swap with your favorite app
2.Extracts submitter email domain
Integrate Formatter by Zapier and text processing tools to split the submitter email and output the extracted domain.
Formatter by Zapieror swap with your favorite app
3.Creates intake table record
Integrate Zapier Tables and table mapping to create a new intake row, set received time, and store the extracted domain.
Zapier Tablesor swap with your favorite app
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Accelerate RFP response workflows with automated intake routing, stakeholder handoffs, and content updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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