1.Detect new applicant submission
Integrate Formstack and form processing tools to trigger on each new applicant submission and map responses into CRM-ready inputs.
Create applicant record and contact from form submissions
Automatically monitor new applicant submissions across Formstack and Salesforce. Create and update CRM records when new applicant submission, form fields complete, or applicant submits key detailsβso you can enrich contacts, link accounts, and start applications without manual data entry.
How this automation creates complete application records
When new applicant submissions arrive, manual CRM entry delays review and can cause missed opportunities. This automation formats applicant fields, finds or creates Salesforce accounts and contacts, and creates application recordsβso your team can start processing right away.
Formstackor swap with your favorite app
2.Formats phone and birthdate fields
Integrate Formatter by Zapier and phone formatting tools to convert the preferred phone to E.164 and format the birthdate.
Formatter by Zapieror swap with your favorite app
3.Find or create Account
Integrate Salesforce and CRM connectors to search by full name, create an Account if needed, and return the Account ID.
Salesforceor swap with your favorite app
4.Find or create Contact
Integrate Salesforce and CRM connectors to search by email, create a Contact if needed, and link it to the Account ID.
5.Create Application record
Integrate Salesforce and CRM data mapping tools to create an application record tied to Contact and Account IDs with initial stage.
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Explore all CRM data entry automations
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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