1.Captures new form submission
Integrate Pardot and event form tools to capture attendee count details and submission emails to centralize registration data.
Update campaign attendance counts from event form submissions
Automatically capture new form submissions from Pardot and map attendee counts across event registration data in Salesforce. Create and update when event form match, attendee count changes, or campaign member lookups succeedβso you can refresh attendance fields, keep campaign reporting current, and flag issues without manual reporting.
How this automation keeps campaign attendance accurate
When new form submissions arrive with attendee counts, stale campaign member data can break event reporting. This automation captures submissions, filters qualifying events, delays briefly, and finds and updates the matching Campaign Member recordβso your team can rely on accurate attendance.
Pardotor swap with your favorite app
2.Filters qualifying event forms
Integrate Filter by Zapier and validation rules to continue only when form name matches an event and attendee count exists to gate updates.
Filter by Zapieror swap with your favorite app
3.Delays for 6 minutes
Integrate Delay by Zapier and workflow timing controls to pause for 6 minutes to allow follow-up edits to settle.
Delay by Zapieror swap with your favorite app
4.Finds Campaign Member record
Integrate Salesforce and CRM search to locate the Campaign Member by email and the configured campaign identifier to prepare updates.
Salesforceor swap with your favorite app
5.Updates Campaign Member attendance
Integrate Salesforce and CRM field mapping to update the campaign member attendance field from the attendee count to refresh attendance totals.
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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
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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