1.Captures new email collected
Integrate Wisepops to capture the full submission payload and feed it into CRM contact creation and updates.
Add popup sign-ups to B2C marketing contact list
Automatically capture new email collected popup sign-ups across Wisepops and Freshsales Suite. Create and update contacts and notes when emails are collected, phone is submitted, or signup timestamps are capturedβso you can add leads to your B2C marketing list, update contact fields, and log signup context without manual list work.
How this automation grows your B2C marketing list
When popup sign-ups come in without automation, leads can sit unadded and contact data stays inconsistent. This automation formats timestamps, upserts Freshsales Suite contacts, and adds a signup noteβso your team can grow the B2C list instantly.
Wisepopsor swap with your favorite app
2.Formats submission timestamp
Integrate Formatter by Zapier to convert the collected timestamp into a readable timezone string for CRM timestamps.
Formatter by Zapieror swap with your favorite app
3.Searches contact by email
Integrate Freshsales Suite to search for an existing contact by email and prepare field mapping updates.
Freshsales Suiteor swap with your favorite app
4.Updates or creates contact
Integrate Freshsales Suite to update the contact when found or create it when not matched, then map fields.
5.Adds signup note to contact
Integrate Freshsales Suite to add a note with the signup source and formatted timestamp to the contact record.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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