1.Monitors new submission intake
Integrate Jotform and form capture tools to capture submission payloads and extract name and email fields.
Add form applicants to audience and CRM records
Automatically capture each form applicant across Jotform, Formatter by Zapier, Kit, Zapier Tables, and Facebook Custom Audiences. Create and update when opted-in submissions arrive, applicant records need tagging, or emails need retargetingβso you can build audiences, update lead records, and start nurture without manual list building.
How this automation converts applicants into nurture-ready leads
When new Jotform submissions arrive without consistent routing, nurture timing slips and audiences stay incomplete. This automation formats applicant fields and adds subscribers and updates your lead table and ad audienceβso your team can grow retargeting coverage without manual spreadsheet work.
Jotformor swap with your favorite app
2.Splits applicant names
Integrate Formatter by Zapier and data mapping tools to split submission full names into first and last name fields.
Formatter by Zapieror swap with your favorite app
3.Adds or tags subscribers
Integrate Kit and audience tools to add or tag each applicant subscriber with the configured nurture tag.
Kitor swap with your favorite app
4.Finds or creates lead record
Integrate Zapier Tables and CRM table tools to find by email or create a new lead record with lead type set.
Zapier Tablesor swap with your favorite app
5.Adds email to retargeting audience
Integrate Facebook Custom Audiences and marketing audiences to add the submission email to the configured ad audience.
Facebook Custom Audiencesor swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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