1.Creates master lead intake
Integrate Formstack and lead intake workflows to map landing fields to master submission fields to centralize lead intake data.
Add form signups to master lead form and SMS list
Automatically monitor new submission on your landing form across Formstack and Zapier. Create and update records when SMS opt in consent is selected, phone data is valid, or signup submissions arriveβso you can create master leads, filter qualifying signups, and enroll SMS contacts without manual lead entry.
How this automation grows your SMS-ready leads
When new submissions land in Formstack but consent is not handled consistently, SMS audiences stay incomplete and outreach gets delayed. This automation creates master lead intake records and filters by SMS opt in consent and then opts in contacts in Attentiveβso your team can reach people right after they sign up.
Formstackor swap with your favorite app
2.Filters by SMS opt in consent
Integrate Filter by Zapier and consent validation rules to continue only when the submission indicates SMS consent to prevent nonconsenting enrollments.
Filter by Zapieror swap with your favorite app
3.Opt ins user to SMS audience
Integrate Attentive and tagging systems to map contact details and add a signup source tag to enroll contacts for SMS messages.
Attentiveor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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