1.Detect new contact submission
Integrate 17hats and webhook triggers to catch new contact submissions and start the contact enrichment flow.
Update contact and append month tag to record
Automatically monitor new contact submissions across 17hats and Formatter by Zapier. Create and update when new contact arrives, email is present, or name matchesβso you can search matching contacts, generate a month tag, and append month tags to records without manual contact cleanup.
How this automation updates your contact records
When new contacts arrive without consistent tagging, records get harder to segment later. This automation monitors new contact events, searches for matching contacts and updates records with month tagsβso your team can keep contact context accurate.
17hatsor swap with your favorite app
2.Search contact by email and name
Integrate 17hats and CRM search tools to search using incoming name and email and return a matching contact id.
3.Generate month tag value
Integrate Formatter by Zapier and date tools to convert the current timestamp into a short month label tag value.
Formatter by Zapieror swap with your favorite app
4.Update matched contact tags
Integrate 17hats and CRM update tools to map incoming fields, match contact ids, and append the month tag.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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