1.Monitors new form entry submissions
Integrate WPForms and form intake tools to capture each new submission fields and attachments as contact input.
Create client contact and notify staff on submissions
Automatically catch new form entries across WPForms and turn them into CRM contacts using Zapier Tables and Chekkit. Create contacts, format intake notes, and notify staffβso you can act on submissions without manual data entry and follow-up.
How this automation speeds up client outreach
When new form entry submissions arrive, intake details can stall and staff may miss urgent opportunities. This automation captures submissions, finds or creates the right CRM contact, formats notes, notifies staff, and deletes the temporary intake rowβso your team can act immediately.
WPFormsor swap with your favorite app
2.Finds matching contact records
Integrate Zapier Tables and data lookup tools to find an existing contact by phone or email and return the first match.
Zapier Tablesor swap with your favorite app
3.Formats attachment note items
Integrate Formatter by Zapier and text transformation tools to format attachments or comma references into contact note line items.
Formatter by Zapieror swap with your favorite app
4.Creates contact from form intake
Integrate Chekkit and contact data tools to create the contact, map fields, add note items, and tag the source.
Chekkitor swap with your favorite app
5.Sends staff group chat message
Integrate Chekkit and team notification tools to post a message with the contact email and a link to the conversation.
6.Deletes temporary intake row
Integrate Zapier Tables and record cleanup tools to delete the temporary intake row after a contact is created.
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Explore all contact management automations
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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