1.Catches form payload
Integrate Webhooks by Zapier and form mapping to ingest contact submission fields and prepare them for downstream steps.
Add contact from website query to marketing list
Automatically capture contact form submissions across Webhooks by Zapier, Salesforce, Email by Zapier, and Dotdigital. Create and update cases, send owner notifications, and add opted-in contacts to your marketing address book when contact form submitted or consent confirmed or message receivedβso you can skip manual triage.
How this automation grows your opt in audience
When contact form payloads arrive, triage and list updates pile up fast. This automation routes qualified submissions into your CRM, notifies owners, and adds consenting contacts to your Dotdigital address bookβso your team can stay responsive.
Webhooks by Zapieror swap with your favorite app
2.Creates case for triage
Integrate Salesforce and CRM case management to create a Case with mapped submission details for faster triage.
Salesforceor swap with your favorite app
3.Sends outbound notifications
Integrate Email by Zapier and messaging templates to send an internal outbound email with key case context.
Email by Zapieror swap with your favorite app
4.Filters by consent flag
Integrate Filter by Zapier to continue only when the mapped marketing consent flag indicates opt in.
Filter by Zapieror swap with your favorite app
5.Creates or updates contact
Integrate Dotdigital and address book sync to add consenting contacts and set the opt in type to single.
Dotdigitalor 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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