1.Detects new form entries
Integrate Cognito Forms and form entry capture to process new submissions into consistent lookup-ready emails.
Update contact subscription status and create follow-up tasks
Automatically detect new entries across Cognito Forms and contact spreadsheets. Create and update when opt-in choices submit or opt-out choices submit or form entries submittedβso you can update subscription status, append activity history, and create follow-up tasks without manual list upkeep.
How this automation updates your subscription accuracy
When new entries arrive in Cognito Forms, contacts drift and subscription statuses fall out of sync. This automation lowercases emails, updates subscription rows and logs activity, and creates follow-up tasksβso your team keeps lists current.
Cognito Formsor swap with your favorite app
2.Lowercases the submitted email
Integrate Formatter by Zapier, email formatting tools, and lookup data cleanup to standardize emails for reliable matching.
Formatter by Zapieror swap with your favorite app
3.Looks up the contact row
Integrate Google Sheets, spreadsheet lookup tools, and contact databases to find the matching contact row by email.
Google Sheetsor swap with your favorite app
4.Routes based on opt-in choice
Integrate Filter by Zapier and routing logic tools to send submissions into join or leave paths.
Filter by Zapieror swap with your favorite app
5.Updates subscription and activity
Integrate Google Sheets and contact history fields to update subscription status and append an activity note.
6.Creates follow-up tasks
Integrate Google Tasks and task management tools to create manual follow-up tasks with the activity note.
Google Tasksor swap with your favorite app
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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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