1.Receives new submission
Integrate Formstack and form processing tools to capture completed registration fields and pass submission data to your workflow.
Create participant and household CRM records from registrations
Automatically receive new program registrations in Formstack and route the submission data across Zapier Tables and Salesforce. Automatically create and update participant and household CRM records when submissions come in and cohort mapping resolvesβso you can enroll contacts, link households, and keep campaigns accurate without manual data entry.
How this automation builds your enrollment-ready CRM
When new registration submissions land in Formstack, delays can leave coordinators without the right contact and campaign context. This automation captures program details and matches cohorts, then finds or creates guardian and participant contacts while creating enrollment records and updating campaignsβso your team can act immediately.
Formstackor swap with your favorite app
2.Finds program cohort mapping
Integrate Zapier Tables and data lookup tools to map grade or program values and return matched cohort details for later steps.
Zapier Tablesor swap with your favorite app
3.Finds or creates guardian contact
Integrate Salesforce and CRM contact matching tools to find or create guardian contacts by email and set up the household link.
Salesforceor swap with your favorite app
4.Finds or creates participant contact
Integrate Salesforce and contact enrichment tools to map participant fields, associate the participant to the household, and set cohort context.
5.Creates enrollment and campaign entry
Integrate Salesforce and campaign management tools to create or update enrollment records, add participants to the right program campaign, and set flags.
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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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