1.Receives new submission
Integrate Formstack and form routing tools to map submission fields to Salesforce lead and education interest data.
Create or update lead for course interest from request form
Automatically map new submission fields across Formstack, Code by Zapier, and Salesforce. Create and update records when new submission, course selection submitted, or SMS preference setβso you can route to CRM updates, set SMS opt-ins, and create education interest without manual lead entry.
How this automation accelerates course enrollment follow-up
When new submission form entries arrive, delays can slow outreach and course enrollment. This automation maps fields, parses SMS opt-ins, and updates Salesforce with leads and education interest recordsβso your team can act quickly without manual data entry.
Formstackor swap with your favorite app
2.Parses SMS preference opt-ins
Integrate Code by Zapier and data parsing tools to convert the SMS preference field into promotional and informational opt-in flags.
Code by Zapieror swap with your favorite app
3.Finds account by email
Integrate Salesforce and CRM search tools to locate the account that matches the mapped contact email.
Salesforceor swap with your favorite app
4.Updates account or creates lead
Integrate Salesforce and CRM record updates to update the account or create a lead, then set SMS opt-ins.
5.Creates education interest
Integrate Salesforce and CRM relationship records to create an Education Interest tied to the lead and course selection.
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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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