1.Captures new form submissions
Integrate Formstack and admissions form fields to capture new submission data to trigger lead creation workflows.
Create or update CRM leads from candidate form responses
Automatically capture new admissions form submissions across Formstack and Salesforce. Create and update CRM leads when submissions arrive, emails match, or opt in flags changeβso you can update records, route follow up, and reduce manual data entry.
How this automation updates your CRM leads
When new admissions submissions come in, slow manual entry can break follow up timing and create duplicates. This automation checks Salesforce for existing contacts and leads, then updates or creates the right lead recordsβso your team can follow up faster.
Formstackor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM lookup tools to search contacts by email to detect existing relationships.
Salesforceor swap with your favorite app
3.Finds lead by email
Integrate Salesforce and lead search workflows to find an existing lead by email to decide update versus create.
4.Updates lead if found
Integrate Salesforce and CRM field mapping tools to update the existing lead record to refresh key lead details.
5.Creates lead if missing
Integrate Salesforce and record creation workflows to create a new lead record to store program and opt in fields.
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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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