1.Catches new form submissions
Integrate Ninja Forms and form field extraction tools to capture submitter email, name parts, org details, and consent flags.
Create donor contact and web source from forms
Automatically capture new form submissions across Ninja Forms and Salesforce. Create and update donor contacts and web source records when submissions arrive, consent flags are checked, or submitter details are capturedβso you can keep affiliation, outreach opt-in, and source metadata current without manual data cleanup.
How this automation creates donor records
When new form submissions come in, outreach can stall due to missing or outdated donor contact and web source records. This automation extracts submission data, finds or updates Salesforce contacts and organizations, and creates web source recordsβso your team can capture donor context fast.
Ninja Formsor swap with your favorite app
2.Finds contacts by email
Integrate Salesforce and CRM search tools to look up Contacts by submission email and map name and email fields.
Salesforceor swap with your favorite app
3.Finds organizations by name and state
Integrate Salesforce and CRM search tools to look up Accounts by organization name and state and map location fields.
4.Continues only for qualifying records
Integrate Filter by Zapier and rules engines to continue only for newly created contacts or recent contacts.
Filter by Zapieror swap with your favorite app
5.Updates contact and creates web source
Integrate Salesforce and CRM record creation tools to update or create Contact fields and create Web Source records.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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