1.Receive new demo prep submission
Integrate ConvertFlow and form processing to capture submission fields and to centralize lead details for contact creation.
Create CRM contacts from demo prep form submissions
Automatically monitor new demo prep form submissions across ConvertFlow and Keap. Create and update when form submissions arrive, email is provided, or practice type is selectedβso you can create CRM contacts, populate custom fields, and set opt in flags without manual contact entry.
How this automation creates CRM contacts fast
When new demo prep form submissions arrive, manual contact entry can slow personalization and hurt pipeline momentum. This automation extracts form fields, waits for enrichment, and creates or updates contacts in Keapβso your team can reach leads with the right context.
ConvertFlowor swap with your favorite app
2.Wait 1 minute for updates
Integrate Delay by Zapier and timing controls to pause briefly before matching so dedupe logic stays accurate.
Delay by Zapieror swap with your favorite app
3.Find contact by email
Integrate Keap and CRM lookup tools to search by email and to dedupe submissions using the submission ID.
Keapor swap with your favorite app
4.Create or update contact
Integrate Keap and CRM record management to create or update contacts and to store practice type, provider count, and opt in.
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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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