1.Detect new season ticket submission
Integrate Formstack and form intake tools to trigger the workflow on new season ticket submissions to start contact processing.
Update CRM contact from season ticket form and send email
Automatically capture new season ticket form submissions across Formstack and Microsoft Dynamics 365 CRM. Create or update CRM contacts and send a templated welcome email when submissions include a valid email or contact detailsβso you can personalize follow-up, keep records accurate, and respond the same day without manual data entry.
How this automation accelerates your same-day follow-up
When new season ticket submissions arrive, reps can lose time to manual cleanup and CRM updates. This automation normalizes form data, finds or updates contacts in Microsoft Dynamics 365 CRM, and sends a templated welcome emailβso your team can follow up the same day.
Formstackor swap with your favorite app
2.Normalize submission fields
Integrate Code by Zapier and data cleanup tools to normalize names, phones, city and address fields to produce cleaned contact data.
Code by Zapieror swap with your favorite app
3.Find contact by email
Integrate Microsoft Dynamics 365 CRM and contact lookup tools to search by cleaned email and secondary name hints to find the matching record.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Create or update contact
Integrate Microsoft Dynamics 365 CRM and CRM record updates to create or update contacts, then store intake notes and campaign tags.
5.Send templated welcome email
Integrate SMTP by Zapier and email delivery tools to send a templated welcome email using cleaned first name and intake summary.
SMTP by Zapieror swap with your favorite app
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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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