1.Captures new form submission
Integrate Paperform and form tools to capture submission payloads and pass fields into your contact workflow.
Add form respondents to CRM and onboarding sequence
Automatically capture each new form submission across Paperform. Enroll qualified respondents into ActiveCampaign with follow-up contextβso you can create contacts, add notes, and start onboarding without manual outreach tracking.
How this automation accelerates onboarding sequences your respondents
When new form submissions land, missed context can delay follow-up and slow onboarding. This automation captures the submission, creates or updates CRM contacts, adds notes, and enrolls them in ActiveCampaignβso your team can respond faster.
Paperformor swap with your favorite app
2.Finds or creates contact
Integrate ActiveCampaign and CRM field mapping to match by email, create contacts, and apply language and source tags.
ActiveCampaignor swap with your favorite app
3.Adds contact note
Integrate ActiveCampaign and CRM timeline notes to add a submission summary to the contact timeline for context.
4.Enrols into onboarding automation
Integrate ActiveCampaign and contact automations to enroll the contact into your configured onboarding sequence.
5.Delays for 1 minute
Integrate Delay by Zapier to wait briefly before checking for an existing deal to add the correct note.
Delay by Zapieror swap with your favorite app
6.Finds deal and adds deal note
Integrate ActiveCampaign and CRM deal records to find an existing deal by email and add the submission summary as a note.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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