1.Detect new form submission
Integrate Customer Fields to pull submission payload and submission ID for adding wholesale signups.
Add wholesale customer form signups to marketing list
Automatically detect new wholesale registration form submissions across Customer Fields and your marketing list. Create and update subscribers in Klaviyo when submissions qualifyβso you can keep outreach segmented and avoid manual list cleanup.
How this automation grows your wholesale audience
When wholesale signups arrive in a form and are not added to lists, outreach targeting gets stale and follow-up gets delayed. This automation captures form submissions, filters qualifying leads, and updates Klaviyo subscribersβso your team can market to the right wholesale audience.
Customer Fieldsor swap with your favorite app
2.Validate wholesale criteria
Integrate Filter by Zapier to check email exists and validate wholesale criteria before continuing.
Filter by Zapieror swap with your favorite app
3.Find or create subscriber
Integrate Klaviyo to find or create a subscriber, assign the configured list, and set a wholesale property.
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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