1.Watch for new entry submissions
Integrate Formidable Forms and form field mapping to expose new account request submissions and collect entry data.
Add website new account requests to lead list
Automatically monitor new account request submissions across Formidable Forms and ActiveCampaign. Create and update contacts and log each request when entries arrive, timestamps format, and leads get taggedβso you can advance follow-up without manual tracking.
How this automation grows your new account lead list
When new account requests land in your account form, delays can slow outreach and reduce conversions. This automation watches for Formidable Forms entries and then formats timestamps, updates ActiveCampaign contacts with tags, and adds each submission to Microsoft Excelβso your team can follow up faster.
Formidable Formsor swap with your favorite app
2.Formats the submission timestamp
Integrate Formatter by Zapier and reporting tools to map the submission timestamp to a formatted date for consistent records.
Formatter by Zapieror swap with your favorite app
3.Create or update contact record
Integrate ActiveCampaign and CRM contact fields to create or update a contact, apply tags, and add it to your list.
ActiveCampaignor swap with your favorite app
4.Add tracking row to worksheet
Integrate Microsoft Excel and spreadsheet reporting to add a new row and log formatted and consent fields for follow-up.
Microsoft Excelor swap with your favorite app
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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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