1.Catch new form submission
Integrate Formstack, form tools, and submission tracking to capture each new submission and surface mapped contact fields.
Create contact records from request info form submissions
Automatically capture request-info form submissions across Formstack and Microsoft SharePoint. Create contact records, normalize key fields, and set New status for follow-upβso you can add leads to your pipeline without manual data entry.
How this automation creates your contact records
When request-info submissions come in without a central place to store contacts, follow-up gets delayed. This automation captures new Formstack submissions, formats fields in Formatter by Zapier, and creates SharePoint list items with an initial New follow-up statusβso your team can follow up faster.
Formstackor swap with your favorite app
2.Normalize phone and consent
Integrate Formatter by Zapier, data formatting tools, and validation checks to normalize phone and date fields and coerce consent booleans.
Formatter by Zapieror swap with your favorite app
3.Create SharePoint contact item
Integrate Microsoft SharePoint, contact lists, and marketing follow-up fields to create a new list item with mapped contact details and New status.
Microsoft SharePointor 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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