1.Detect new submission
Integrate Formstack, form tools, and lead trackers to capture new applicants to update your lead flow
Add qualified form applicants to leadsheet and outreach queue
Automatically monitor new form submissions across Formstack and lead workflow tools. Capture qualifying applicants into a leadsheet and outreach queueβso you can alert candidates and teams, log vetted leads, and send acceptance or rejection emails without manual follow-up.
How this automation qualifies your leadsheet entries
When new form submissions arrive, unfiltered applicants can overwhelm your outreach and slow hiring decisions. This automation formats and filters submissions, adds qualified records to your leadsheet, and sends WhatsApp or SMS and conditional emailβso your team can follow up at the right time.
Formstackor swap with your favorite app
2.Formats phone and timestamp
Integrate Formatter by Zapier and data normalization tools to format the phone and timestamp to prepare submission logging
Formatter by Zapieror swap with your favorite app
3.Applies suitability checks
Integrate Filter by Zapier and scoring rules to screen education and experience entries to allow only qualifying records
Filter by Zapieror swap with your favorite app
4.Adds row to leadsheet
Integrate Google Sheets and reporting columns to add applicant details to the configured worksheet for campaign and ops tracking
Google Sheetsor swap with your favorite app
5.Finds or creates Trengo contact
Integrate Trengo and contact lookups to match formatted phone and email to create or find a contact
Trengoor swap with your favorite app
6.Sends WhatsApp fallback SMS
Integrate MessageBird and SMS delivery to send a rejection or acceptance text when WhatsApp fails
MessageBirdor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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