1.Capture new submission details
Integrate Formstack and submission mapping tools to capture the incoming submission and extract a submission identifier and source fields.
Create CRM lead and email subscriber from form
Automatically capture new submission data across Formstack and Zapier Sub-Zap flows. Send transactional confirmations, create marketing contacts, and update CRM campaign response when submissions arrive, form fields complete, or emails are capturedβso you can start nurture quickly, keep audience lists accurate, and avoid manual follow-up without reporting delays.
How this automation creates lead records from form submissions
When new form submissions sit unprocessed, pipeline quality drops and follow-up gets delayed. This automation captures submission data, creates marketing and CRM records, and sends confirmation emailsβso your team can start nurture quickly.
Formstackor swap with your favorite app
2.Set submission variables
Integrate Sub-Zap by Zapier and variable mapping tools to set submission variables for contact fields and campaign source context.
Sub-Zap by Zapieror swap with your favorite app
3.Create marketing contact
Integrate Sub-Zap by Zapier and audience list tools to create a marketing contact and apply categories and source values.
4.Create CRM contact and response
Integrate Sub-Zap by Zapier and CRM contact tools to create or find a CRM contact and attach the campaign response.
5.Send transactional confirmation email
Integrate Sub-Zap by Zapier and email delivery tools to send a confirmation and recording link to the registrant.
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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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