1.Captures new submission payload
Integrate Formstack, form submission tools, and email field mapping to capture raw submissions and route the workflow input.
Add qualified webinar signups into your prospect database
Automatically monitor new webinar form submissions across Formstack and Microsoft Excel. Create and update when submissions qualify by allowed domain, region, and student-address checksβso you can enrich Pardot prospects, assign the webinar campaign, and keep outreach lists clean without manual list cleanup.
How this automation qualifies your webinar leads
When new webinar submissions arrive in Formstack, unqualified responses can slip into your nurture pipeline and waste outreach effort. This automation captures submissions, checks domain and region rules, and creates or updates Pardot prospectsβso your team can follow up with qualified signups faster.
Formstackor swap with your favorite app
2.Looks up country and region
Integrate Microsoft Excel, spreadsheet lookup tools, and routing metadata to translate submission country into region and exclusion outputs.
Microsoft Excelor swap with your favorite app
3.Runs domain and pattern checks
Integrate Code by Zapier, validation logic, and email heuristics to evaluate submission email and return an allowed boolean.
Code by Zapieror swap with your favorite app
4.Continues only for qualifying records
Integrate Filter by Zapier, rules engines, and pattern exclusions to gate the flow when country is not excluded and allowed is true.
Filter by Zapieror swap with your favorite app
5.Finds or creates the prospect
Integrate Pardot and CRM prospect records to match by email, set region fields, and assign the webinar campaign for nurture.
Pardotor swap with your favorite app
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Step 1
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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
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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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