1.Monitors account created event
Integrate Passion.io and signup collection tools to receive new user submission fields and start CRM data entry.
Add new app users to CRM and tag them
Automatically capture account created events across Passion.io and Keap. Create and update contacts when account created, duplicates detected, or test signups appearβso you can keep CRM records clean, apply starter tags, and set marketing opt-in without manual CRM entry.
How this automation updates your CRM contacts
When new app users create accounts, delays in CRM data entry can slow onboarding and lead to missed follow-up. This automation captures account created signals, filters qualifying records, and creates or updates contacts in Keapβso your team can start onboarding sequences faster.
Passion.ioor swap with your favorite app
2.Filters qualifying user records
Integrate Filter by Zapier and validation tools to skip test or placeholder signups and duplicates so only real users proceed.
Filter by Zapieror swap with your favorite app
3.Creates or updates CRM contact
Integrate Keap and contact mapping tools to create or update contacts, set marketing opt-in, and apply the starter tag.
Keapor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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