1.Monitor new form submissions
Integrate Formstack, form fields, and submission capture to route event registrations into CRM campaigns and consent tracking.
Add consenting form signups to marketing list
Automatically route new form submissions across Formstack and Salesforce. Create and update records when registrations come in, country and state map, or opt-in consent is selectedβso you can add campaign members, update consent flags, and keep CRM data current without manual data entry.
How this automation protects marketing consent and campaign membership
When event signups arrive from a form, consent can get missed and campaign membership can get out of sync. This automation captures submissions and enriches CRM records, assigns campaign members, and updates consent flagsβso your team can follow up legally and accurately.
Formstackor swap with your favorite app
2.Find matching contacts by email
Integrate Salesforce and CRM search tools to look up a contact by the submission email for upsert matching.
Salesforceor swap with your favorite app
3.Lookup country and state mappings
Integrate Google Sheets and data mapping tools to translate submission location fields into CRM picklist values.
Google Sheetsor swap with your favorite app
4.Find or create a lead
Integrate Salesforce and CRM record tools to create or update a lead when no contact match exists.
5.Add lead or contact to campaign
Integrate Salesforce and campaign membership tools to register the lead or contact in the event campaign.
6.Update consent flags on CRM records
Integrate Salesforce and consent tracking tools to set marketing opt-in boolean fields from the submission.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: HubSpot, Google CalendarSwap with your favorite apps.
Add accepted contacts to the event attendee list
Your event sign-ups sit in a marketing list, causing organizers to miss invites and lose RSVP context. Get attendees added and invited automatically so your team has confirmed guests before the event.
- Apps: HubSpot, Delay by Zapier, Google CalendarSwap with your favorite apps.
Add accepted event leads to event attendee list
Your event registrations sit in a marketing list without calendar invites, causing manual work and missed confirmations. You get invites added automatically ahead of the event.
- Apps: Google Forms, Filter by Zapier, Google CalendarSwap with your favorite apps.
Add accepted form responses to event attendee list
Your luncheon RSVP form responses go untracked, leaving coordinators without an accurate attendee roster. You receive an updated attendee list automatically so planners can finalize details same day.
- Apps: Cvent, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add accepted professional and speaker registrants to sheet
Attendee feeds mix statuses, so operations can't find confirmed professionals and speakers. Capture accepted professional and speaker registrants into a shared sheet for campaign use same day.
- Apps: Google Sheets, BrevoSwap with your favorite apps.
Add accepted submissions to event contact list for outreach
Your accepted spreadsheet rows for event registrations sit unprocessed, delaying welcome and prep messages. Add contacts to the event list so campaign managers can start outreach the same day.
- Apps: Facebook Lead Ads, Formatter by Zapier, Filter by Zapier, WebinarGeekSwap with your favorite apps.
Add ad form signups to webinar attendee list
Unregistered ad signups for your webinar leave attendees unconfirmed and reduce turnout. It ensures registrants are confirmed and added to the event roster same day.
- Apps: LinkedIn Ads, Filter by Zapier, WebinarGeekSwap with your favorite apps.
Add ad form submissions to webinar registration list
Ad form signups aren't recorded, leaving webinar attendee lists without needed registrant context. Add registrants automatically so your team can begin outreach with full context ahead of the event.
- Apps: Facebook Lead Ads, Zoom, MailchimpSwap with your favorite apps.
Add ad leads to event registration and list
Your open-event leads often arrive unregistered or outside email lists, causing manual work and uncertain attendance. They become confirmed registrants and subscribers ready for outreach the same day.
- Apps: Zoom, Google Sheets, Google CalendarSwap with your favorite apps.
Add alumni registrants to attendee list and roster
Your session registrations arrive untracked, leaving coordinators without a verified attendee roster for events. It records signups to the roster and calendar so coordinators can follow up same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Zoom, HubSpotSwap with your favorite apps.
Add and remove webinar registrants from meetings automatically
Your webhook registrations aren't enrolled in meetings, leaving attendee records out of sync. Keep contact registration fields accurate so event teams can invite and follow up same day.
- Apps: Formstack, Microsoft Excel, Filter by Zapier, Formatter by Zapier, PardotSwap with your favorite apps.
Add and route event signups to marketing records
Your event registration form submissions lack mapped prospect records, leaving campaign lists incomplete and outreach delayed. Capture or update prospects and add registrants to the AMER sheet so campaign managers can act same day.
- Apps: Webhooks by Zapier, IterableSwap with your favorite apps.
Add and track event registrants into attendee profiles
Your exhibitor registrations arrive by webhook but aren't added to attendee profiles, fragmenting outreach before events. Get complete contact records so you can run targeted outreach the same day.
- View all
Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.