1.Monitor new form subscription
Integrate systeme.io and form capture tools to catch incoming funnel signups and pass contact data forward to format UTM fields.
Add funnel signups to your task list and audience
Automatically catch new form subscriptions across systeme.io and lead marketing tools. Create and update your funnel signup records when new signup submitted, subscription timestamp captured, or contact details submittedβso you can capture attribution, grow your email audience, and trigger follow-up tasks without manual follow-up.
How this automation accelerates follow-up for new funnel signups
When new funnel opt-ins arrive, delays can break attribution tracking and slow follow-up. This automation catches new form subscriptions, parses UTM parameters, writes tracking rows, adds subscribers, and creates follow-up tasksβso your team can act fast.
systeme.ioor swap with your favorite app
2.Parse UTM parameters
Integrate Formatter by Zapier and URL parsing tools to parse submission URLs and extract clean UTM source, medium, and campaign values.
Formatter by Zapieror swap with your favorite app
3.Create tracking row
Integrate Google Sheets and spreadsheet tracking tools to create one tracking row per signup and record timestamp, contact, phone, and UTM columns.
Google Sheetsor swap with your favorite app
4.Add subscriber to group
Integrate MailerLite and email audience tools to add each signup email and name to the configured nurture group.
MailerLiteor swap with your favorite app
5.Create follow-up task
Integrate ClickUp and task management tools to create a follow-up task with UTM notes and contact fields, assigned to a coordinator.
ClickUpor 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.
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