1.Monitors new form entries
Integrate WPForms and form data tools to capture new submission fields and map registrant details into the workflow.
Add form registrants to audience and CRM pipeline
Automatically monitor new form entries across WPForms, Omeda, and Salesforce. Create and update when email is captured, opt-in is confirmed, or UTM values are receivedβso you can subscribe records, upsert CRM leads, and tag campaigns without manual follow-up.
How this automation accelerates your lead capture
When new form entries arrive but registrants are not added to audiences and CRM, follow-up slips and pipeline visibility suffers. This automation uses WPForms to capture submissions, then subscribes and creates or updates Salesforce contacts and leads while adding campaign metadataβso your team can follow up the same day.
WPFormsor swap with your favorite app
2.Subscribes registrants to audiences
Integrate Omeda and marketing audience tools to subscribe records, apply opt-in flags, and store campaign tag metadata.
Omedaor swap with your favorite app
3.Finds contact by email
Integrate Salesforce and CRM search tools to detect existing contacts by email and return the contact record id.
Salesforceor swap with your favorite app
4.Creates a lead when needed
Integrate Salesforce and CRM record tools to create a lead with name, company, title, email, and lead status.
5.Adds to campaign and updates record
Integrate Salesforce and campaign tracking tools to add the contact or lead to the campaign and update campaign fields.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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.
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