1.New entry from attendance form
Integrate Cognito Forms and form automation tools to extract submission payloads and capture attendee details for contact matching.
Add session attendees from form to master marketing list
Automatically monitor new attendance form entries across Cognito Forms and ActiveCampaign. Create and update contacts when emails submit, sessions select, or attendance dates changeβso you can add to your master list, capture engagement fields, and tag participation without manual list updates.
How this automation accelerates your session nurture
When new attendance form entries arrive, delays can disrupt session-based nurture. This automation monitors submissions and upserts contacts and tags audiencesβso your team can start outreach with accurate attendance context.
Cognito Formsor swap with your favorite app
2.Find or create contact by email
Integrate ActiveCampaign and contact database tools to find or create the contact and map session date fields.
ActiveCampaignor swap with your favorite app
3.Add to master list and tag
Integrate ActiveCampaign and marketing audience tools to add the contact to the master list and apply session tags.
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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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