1.Detects new form submission
Integrate Formstack and form processing tools to capture submission fields and to populate contact data for qualification.
Create qualified contacts from form responses for outreach
Automatically monitor new form submissions across Formstack and EngageBay Marketing. Create and update when qualifying answers are present, emails are provided, or contact details are capturedβso you can normalize fields, tag sources, and build your outreach list without manual cleanup.
How this automation accelerates your qualified outreach
When new form submissions land, unqualified entries can clutter outreach lists and waste marketing time. This automation captures submission fields, normalizes and filters qualification, and creates or updates tagged contactsβso your team can reach qualified prospects faster.
Formstackor swap with your favorite app
2.Normalizes name and phone
Integrate Formatter by Zapier and data formatting tools to split full name and to normalize phone numbers to E.164.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying submissions
Integrate Filter by Zapier and qualification checks to continue only submissions that meet configured qualification criteria.
Filter by Zapieror swap with your favorite app
4.Creates or updates contacts
Integrate EngageBay Marketing and marketing lists to map fields, set availability details, and to add tagged contacts.
EngageBay Marketingor swap with your favorite app
5.Adds tags and list membership
Integrate EngageBay Marketing and contact segmentation tools to tag form source and to add contacts to the configured marketing list.
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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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