1.Capture new gated submissions
Integrate Formstack and form submission tools to capture submission email and name parts for gated asset intake.
Create nurture prospects from gated asset form submissions
Automatically capture gated asset submissions across Formstack, Microsoft Excel, Code by Zapier, Filter by Zapier, and Pardot. Create and update when enrichment returns, quality score passes, or prospects are missingβso you can enrich fields, qualify records, and create nurture-ready prospects without manual lead setup.
How this automation qualifies and creates nurture prospects
When gated submissions arrive, manual intake can delay follow-up and waste campaign budget. This automation enriches submission fields and runs quality checks, then finds or creates prospects in Pardotβso your team can start nurture with qualified leads.
Formstackor swap with your favorite app
2.Enrich submission fields
Integrate Microsoft Excel and lookup worksheets to find a matching row and map enrichment fields for routing.
Microsoft Excelor swap with your favorite app
3.Run quality check
Integrate Code by Zapier and data validation scripts to flag blocked domains and compute a quality score.
Code by Zapieror swap with your favorite app
4.Filter qualifying submissions
Integrate Filter by Zapier and quality thresholds to continue only when the record passes and is not blocked.
Filter by Zapieror swap with your favorite app
5.Find or create prospect
Integrate Pardot and marketing campaigns to find or create prospects, map fields, and associate the gated-content campaign.
Pardotor swap with your favorite app
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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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