1.Captures new enquiry submission
Integrate JotForm and form capture tools to receive each new submission and extract key enquiry fields for your contact base.
Add enquiry form submissions to unified contact base
Automatically capture new enquiry submissions across JotForm, Formatter by Zapier, and Airtable. Create and update when enquiry submitted, email provided, or payload receivedβso you can normalize contact fields, match existing contacts, and keep your unified contact base current without manual data cleanup.
How this automation enriches your unified contact base
When new enquiry submissions arrive, delays can leave high intent prospects untracked. This automation processes the submission with JotForm and Formatter by Zapier, then finds matching records and creates or updates contacts in Airtableβso your team can nurture leads with clean, structured data.
Jotformor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data formatting tools to format phone numbers, clean postcodes, and map name parts to contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Airtable and database lookup tools to search for an existing record by email and limit updates to qualifying matches.
Airtableor swap with your favorite app
4.Creates or updates contact record
Integrate Airtable and CRM-style contact mapping tools to create a new record or update an existing one with form source details.
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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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