1.Maps form fields to prospects
Integrate Formstack and lead form inputs to map submission fields to standardized prospect inputs.
Add inquiry prospects from forms to nurture list
Automatically capture New Submission inquiries across Formstack and Microsoft Excel, enrich prospects in Code by Zapier, and update Pardot nurture lists. Create and update when new form submission, inquiry received, or prospect email captured—so you can validate quality, segment by region and priority, and add outreach-ready prospects without manual list management.
How this automation qualifies your nurture prospects
When new submissions arrive, delayed enrichment can block timely segmentation and outreach. This automation maps fields and enriches lookup flags and validates email quality and updates nurture list entries—so your team can act faster.
Formstackor swap with your favorite app
2.Finds region and qualification flags
Integrate Microsoft Excel and lookup tables to resolve country and product codes into region and qualification flags.
Microsoft Excelor swap with your favorite app
3.Validates email quality rules
Integrate Code by Zapier and data validation tools to apply blocked-domain and low-quality heuristics and return allow or deny.
Code by Zapieror swap with your favorite app
4.Finds or creates prospects and adds list
Integrate Pardot and CRM prospect records to match by email, create missing prospects, and add them to the nurture list.
Pardotor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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