1.Captures new submission
Integrate Formstack and form data fields to map email, name, company, country, phone, and address to your workflow payload.
Add hosting inquiry prospects to marketing database quickly
Automatically monitor new hosting inquiry form submissions across Formstack and Microsoft Excel. Post enriched prospect details to your intake endpoint when submissions are received, countries need standardization, or institutions qualifyβso you can standardize country data, create prospect records, and share payloads without manual data entry.
How this automation converts hosting inquiries into qualified prospects
When hosting inquiry submissions arrive, unqualified or messy data can slow prospect outreach and waste CRM time. This automation monitors new submissions, enriches country data, filters qualifying institutions, creates or finds Pardot prospects, and posts an enriched payload so your team can move faster.
Formstackor swap with your favorite app
2.Finds standardized country row
Integrate Microsoft Excel and country lookup worksheets to return standardized country data and region mapping for the submission.
Microsoft Excelor swap with your favorite app
3.Filters qualifying institutions
Integrate Filter by Zapier and pattern checks to continue only for qualifying institutions and exclude student or personal emails.
Filter by Zapieror swap with your favorite app
4.Finds or creates prospect
Integrate Pardot and lead enrichment fields to find or create a prospect, set location, and assign the configured campaign.
Pardotor swap with your favorite app
5.Posts enriched intake payload
Integrate Webhooks by Zapier and external endpoints to POST the enriched prospect payload for downstream processing.
Webhooks by Zapieror 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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