1.Monitor new form submission
Integrate Ninja Forms and submission mapping tools to receive the submission and map email, name, and address to CRM fields.
Create CRM lead, activity task, and campaign member
Automatically capture new form submissions across Ninja Forms and Salesforce and Pardot. Create and update a CRM lead or contact, log a completed fulfillment task, and add the person to a configured campaignβso you can avoid manual data entry.
How this automation creates CRM leads and campaigns
When new submissions land, follow-up tasks and campaign placement can slip and revenue opportunities get missed. This automation receives submissions, normalizes fields, then updates Salesforce and Pardot so your team can add the right people to the right campaigns with completed fulfillment tasks.
Ninja Formsor swap with your favorite app
2.Pass payload to subZap
Integrate Sub-Zap by Zapier and workflow utilities to validate or log the submission payload for monitoring or enrichment.
Sub-Zap by Zapieror swap with your favorite app
3.Normalize submission fields
Integrate Formatter by Zapier and data cleaning tools to compute a fallback company name and normalize address lines.
Formatter by Zapieror swap with your favorite app
4.Find contact and complete task
Integrate Salesforce and CRM tools to find a contact by email, update address fields, create a completed task, and add campaign membership.
Salesforceor swap with your favorite app
5.Find or create lead and task
Integrate Salesforce and lead management tools to find or create a lead by email, create the same completed task, and add campaign membership.
6.Update prospect campaign membership
Integrate Pardot and marketing automation tools to find a prospect by email and update campaign membership after the delay.
Pardotor swap with your favorite app
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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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