1.Captures new form result
Integrate Formsite and form mapping tools to capture responder email and submission reference for redemption code processing.
Send assigned ebook codes to requesters and update list
Automatically monitor new form submissions across Formsite and Zapier Tables. Send redemption emails and create leads in Marketo and Outlookβso you can assign redemption codes, update your code database, and capture responders without manual lead entry.
How this automation closes redemption faster with lead capture
When new form results arrive, responders can wait and codes can go unreserved, delaying fulfillment. This automation captures submission details, finds and assigns redemption codes, creates a Marketo lead, and sends the redemption emailβso your team can fulfill instantly.
Formsiteor swap with your favorite app
2.Finds the next unassigned code
Integrate Zapier Tables and database search to find the next blank redemption code value and record ID.
Zapier Tablesor swap with your favorite app
3.Updates code assignment record
Integrate Zapier Tables and timestamp logging to mark the code assigned and store submission reference for auditability.
4.Creates a marketing lead
Integrate Marketo and lead syncing tools to create a lead from responder email and mapped source fields.
Marketoor swap with your favorite app
5.Sends redemption email and updates code
Integrate Microsoft Outlook and Zapier Tables to send redemption instructions with the reserved code and link the lead ID.
Microsoft Outlookor 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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