1.Collect new subscription submission
Integrate Formstack to detect new subscription submissions and start the prospect intake process.
Add linked data email subscriptions to marketing list
Automatically monitor new subscription submissions across Formstack and enrich each email with region data from Microsoft Excel. Add or update prospects and include them in a Pardot campaign list when new submission arrives, country mapped, or subscriber email submittedβso you can qualify, update Pardot prospects, and segment audiences without manual list updates.
How this automation grows your campaign list
When new submissions arrive from Formstack, unqualified or missing data can cause messy audience targeting and slow onboarding. This automation enriches region data, formats fields, and updates Pardot prospects and campaign listsβso your team can nurture the right subscribers.
Formstackor swap with your favorite app
2.Find matching country region
Integrate Microsoft Excel and region lookup workbooks to find the row matching the submission country and capture region and allow-flag.
Microsoft Excelor swap with your favorite app
3.Exclude unqualified student emails
Integrate Filter by Zapier and data rules to exclude non-qualifying countries and stop for student or university-style addresses.
Filter by Zapieror swap with your favorite app
4.Normalize language and date
Integrate Formatter by Zapier and formatting tools to normalize language codes and format the submission timestamp.
Formatter by Zapieror swap with your favorite app
5.Find or create Pardot prospect
Integrate Pardot and CRM records to match by email and create or update the prospect with language and region.
Pardotor swap with your favorite app
6.Add prospect to campaign list
Integrate Pardot and marketing lists to add the prospect to the configured campaign list for segmented nurture.
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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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