1.Collects new email from popups
Integrate Wisepops and popup form capture tools to detect new email collected for marketing tracking.
Add popup form responses to marketing tracking sheet
Automatically capture new email collected from popup forms across Wisepops and Smartsheet. Log each submission into a central worksheet when email arrives, so you can qualify leads, standardize fields, and report intake without manual data entry.
How this automation preserves your popup intake records
When new email collected from popup forms, delays can slow marketing qualification and reporting. This automation filters qualifying records, formats key fields, and adds rows to Smartsheetβso your team can review leads faster.
Wisepopsor swap with your favorite app
2.Adds popup submission row
Integrate Smartsheet and reporting sheets tools to add row data and preserve submission details.
Smartsheetor swap with your favorite app
3.Continues only qualifying records
Integrate Filter by Zapier and data validation tools to continue only when required contact fields are present.
Filter by Zapieror swap with your favorite app
4.Standardizes fields before write
Integrate Formatter by Zapier and date and timestamp tools to format name case and submission time for Smartsheet writing.
Formatter by Zapieror swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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