1.Detect demo form submission
Integrate Thrive Themes and form submission data to capture each demo signup as a new lead trigger.
Create and update demo leads in CRM and sheets
Automatically capture demo form submissions across Thrive Themes and CRM tools. Create and update when demo form submitted, landing page url captured, or emails enteredβso you can create or update CRM leads, append tracking rows, and add nurture tags without manual lead tracking.
How this automation updates demo leads at the right time
When demo form submissions arrive without standardization, leads get duplicated and reporting slips. This automation formats submission details, parses UTM source, updates Google Sheets and Pipedrive, and tags contacts in ActiveCampaignβso your team can follow up with confidence.
Thrive Themesor swap with your favorite app
2.Formats submission datetime
Integrate Formatter by Zapier and reporting time formatting to map the form timestamp to friendly datetime.
Formatter by Zapieror swap with your favorite app
3.Parses UTM source string
Integrate Code by Zapier and URL parsing tools to extract UTM source and medium and output a combined source string.
Code by Zapieror swap with your favorite app
4.Lookup or create tracking row
Integrate Google Sheets and spreadsheet lookup to find or create a row by email and update or add mapped fields.
Google Sheetsor swap with your favorite app
5.Find or create person and update lead
Integrate Pipedrive and CRM pipeline actions to find or create the person and update the lead record.
Pipedriveor swap with your favorite app
6.Tag contact for demo nurture
Integrate ActiveCampaign and marketing automation to add a demo tag or enroll the contact in the nurture workflow.
ActiveCampaignor swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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