1.Receives CTA form submission
Integrate ConvertFlow to map submission fields like practice type and provider count to generic source data.
Update practice type and team size in CRM
Automatically receive new CTA form submissions across ConvertFlow and CRM workflows. Update Keap contacts when practice type answers or provider counts arrive, so you can set email opt-in, fill custom practice fields, and refresh team size details without manual data cleanup.
How this automation updates CRM contact details
When new CTA form submissions hit ConvertFlow, mismatched CRM records can slow follow-up and reduce consent accuracy. This automation delays briefly, finds the right Keap contact, and updates practice type and provider countβso your team can act on fresh answers quickly.
ConvertFlowor swap with your favorite app
2.Pauses for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause briefly to allow downstream form processing to finish.
Delay by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Keap and CRM lookup tools to search for the contact by email and dedupe on the primary key.
Keapor swap with your favorite app
4.Updates contact practice data
Integrate Keap and contact field mapping to set email opt-in and update custom practice type and provider count fields.
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Step 1
Connect your tools
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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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