1.Detect new lead submission
Integrate HALDA and lead intake forms to map submission reference, prospect name, prospect email, and comments to prospect fields.
Add program form leads to nurture and lists
Automatically detect new lead submission across HALDA, Formatter by Zapier, and Pardot. Get instant prospect records and lists when new lead submitted, interest stage selected, or submission reference createdβso you can normalize stages, upsert prospects, and add to marketing lists without manual list building.
How this automation accelerates program outreach
When new program form submissions come in, missing cleanup and wrong list placement can delay outreach. This automation maps lead details, normalizes interest stages, upserts prospects in Pardot, and adds them to the right marketing listsβso your team can respond faster.
HALDAor swap with your favorite app
2.Lookup normalized interest stage
Integrate Formatter by Zapier and mapping logic to translate self-reported interest stage into a Planning and Exploring flag.
Formatter by Zapieror swap with your favorite app
3.Find or create prospect
Integrate Pardot and CRM dedupe to match by email and set lifecycle stage, program interest, and delivery preference.
Pardotor swap with your favorite app
4.Add prospect to lists
Integrate Pardot and marketing audiences to add prospects to configured program lead, autoresponder, and request info lists.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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