1.Monitor new form response
Integrate Google Forms and form capture tools to capture new membership form responses to trigger contact creation.
Add new membership form responses into CRM contacts
Automatically monitor new form response submissions for membership signups across Google Forms and Erply. Create and update when form response submitted, eligibility passes or contact details mismatchβso you can create deduplicated CRM contacts, normalize phone data, and enrich contact fields without manual data entry.
How this automation accelerates contact follow-up
When membership form responses arrive with messy phone and inconsistent details, delays can stall outreach. This automation formats submissions, finds or creates CRM contacts, and maps membership source fieldsβso your team can follow up faster.
Google Formsor swap with your favorite app
2.Normalizes phone and names
Integrate Formatter by Zapier and data transformation tools to normalize phone and format full names to clean contact inputs.
Formatter by Zapieror swap with your favorite app
3.Finds customer record
Integrate Erply and CRM data matching tools to search by email and formatted phone to deduplicate contacts.
Erplyor swap with your favorite app
4.Creates customer when missing
Integrate Erply and CRM contact creation tools to create a new customer when no match is found to set membership source.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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