1.Detects new form submission
Watches for each new form submission and passes submission fields into the Salesforce workflow.
Create intake records and link organizations from forms
Automatically monitor new form submission events across Ninja Forms and Salesforce. Create and update when new submission arrives, contact email matches, or organization name is capturedβso you can create intake records, link organizations, and update affiliations without manual data entry.
How this automation creates clean CRM intake and links organizations
When new form submission events land in Ninja Forms, outreach timing slips and CRM records get messy. This automation finds or creates contacts and organizations in Salesforce, then creates intake records and updates contact affiliationβso your team can report and follow up accurately.
Ninja Formsor swap with your favorite app
2.Finds contact by email
Searches Salesforce for a contact that matches the submitting email and returns the contact id.
Salesforceor swap with your favorite app
3.Finds or creates organization
Looks up an organization by submitted name, then creates one when no match is found and maps location fields.
4.Creates intake web-source record
Creates the web source intake record and maps form metadata and submission fields, including comments and form id.
5.Updates contact affiliation
Updates the contact record to set the primary affiliation and reference the organization id found or created.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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