1.Captures new registrant payload
Integrate RegFox to capture registrant fields and map the registration payload for downstream contact matching.
Add event registrants to CRM and campaign roster
Automatically add new registrants from RegFox to your CRM campaign roster across RegFox, Formatter by Zapier, and Salesforce. Create and update roster records when new registrant signup, paid registration, or ticket type qualifiesβso you can create contacts, enroll campaign members, and start outreach without manual data entry.
How this automation accelerates your campaign roster
When a new registrant appears in RegFox, leads can miss the moment outreach should start. This automation formats phone details and upserts Salesforce contacts and adds them to campaign membersβso your team can activate follow-up immediately.
RegFoxor swap with your favorite app
2.Transforms phone number format
Integrate Formatter by Zapier to remove the leading country code and store a formatted phone for lookups.
Formatter by Zapieror swap with your favorite app
3.Finds or creates Salesforce contact
Integrate Salesforce to search by email and create or update the contact with name, address, and opt in flags.
Salesforceor swap with your favorite app
4.Adds contact to campaign
Integrate Salesforce to enroll the contact in the campaign, set status to Registered, and map the registration timestamp.
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Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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