1.Captures new event lead
Integrate OptinMonster and form capture tools to detect opt-in submissions and map core lead fields to prospect records.
Add investment event opt-in leads to nurture audience list
Automatically capture opt-in submissions from your event form across OptinMonster and Pardot. Create and update nurture records when new leads arrive, emails match, or consent is confirmed—so you can add prospects to the event nurture list, map campaign sources, and start welcome sends without manual imports.
How this automation grows your event nurture list
When opt in submissions land but leads wait for manual imports, nurturing gets delayed. This automation captures new leads, finds or creates prospects, and adds them to your event nurture list—so your team can welcome prospects faster.
OptinMonsteror swap with your favorite app
2.Finds or creates prospect
Integrate Pardot and CRM identity matching to search by email and create prospects when no match exists.
Pardotor swap with your favorite app
3.Adds prospect to nurture list
Integrate Pardot and marketing lists to add matched or newly created prospects to the configured event nurture list.
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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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