1.Filters signups by required fields
Integrate Filter by Zapier and CRM rules to continue only when referral origin or raw phone exists to filter signup records.
Add new member signups to CRM with origin tags
Automatically filter signup records with referral origin or raw phone across Uscreen and Keap. Create and update contacts when referral origin exists, phone provided, or contacts match by emailβso you can segment by origin, tag phone presence, and enable same-day outreach without manual tagging.
How this automation updates your CRM contacts
When new user signup records lack referral origin or phone, segmentation breaks and follow-up falls behind. This automation filters inputs, delays for verification, and upserts and tags contacts from Uscreen into Keapβso your team can outreach faster.
Filter by Zapieror swap with your favorite app
2.Delays for verification
Integrate Delay by Zapier and email propagation tools to wait 45 minutes to allow platform verification.
Delay by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Keap and CRM lookup tools to find a contact by email to return a matching contact id.
Keapor swap with your favorite app
4.Creates phone and origin paths
Integrate Paths by Zapier and workflow routing tools to create Origin-only, Phone-only, and Origin plus Phone paths to route logic.
Paths by Zapieror swap with your favorite app
5.Formats raw phone values
Integrate Formatter by Zapier and phone formatting tools to extract and format the phone to standardize primary phone mapping.
Formatter by Zapieror swap with your favorite app
6.Creates or updates contact
Integrate Keap and CRM tagging tools to create or update contacts to set opt-in and apply signup-origin and signup-phone tags.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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