1.Captures new form submissions
Integrate Customer Fields and form tools to pull submission fields to add consenting birthday signups to your list.
Add consenting signups to birthday nurture email list
Automatically detect new form submissions in Customer Fields and qualify consenting signups across Customer Fields, Zapier, and Klaviyo. Create and update birthday list subscribers when marketing consent is granted or birthdays are provided or entries completeβso you can filter, normalize, and publish signups without manual list updates.
How this automation keeps birthday signups in your list
When new registration submissions come in, nonconsenting or missing birthdays can cause misfired campaigns and wasted list entries. This automation captures form submissions, filters consent, normalizes birthday data, and adds or updates subscribers in your birthday listβso your team can include the right contacts on time.
Customer Fieldsor swap with your favorite app
2.Filters to consenting entries
Integrate Filter by Zapier and automation rules to continue only when consent and birthday fields meet conditions.
Filter by Zapieror swap with your favorite app
3.Normalizes birthday formatting
Integrate Formatter by Zapier and data parsing tools to standardize birthday values before writing to Klaviyo.
Formatter by Zapieror swap with your favorite app
4.Adds or updates birthday subscribers
Integrate Klaviyo and list management tools to add or update subscribers with email, names, and normalized birthday.
Klaviyoor swap with your favorite app
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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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