1.Captures new form entries
Integrate Cognito Forms to capture submission fields and map name, email, and program choices into workflow variables.
Create participant CRM records and deals from intern forms
Automatically capture new entry submissions across Cognito Forms and build normalized participant records. Create and update enrollment deals and reporting rows when formatted fields and participant JSON are readyβso you can avoid manual data entry, reduce rekeying, and keep pipeline stages current.
How this automation creates CRM deals from intern forms
When intern form submissions arrive in an unstructured format, delays can stall enrollment and create inconsistent CRM records. This automation captures entries, formats and normalizes participant data, upserts CRM participants and deals, and appends reporting rowsβso your team can move faster with clean CRM data.
Cognito Formsor swap with your favorite app
2.Formats submission dates
Integrate Formatter by Zapier and reporting tools to format timestamps and DOB, mapping formatted dates to created date fields.
Formatter by Zapieror swap with your favorite app
3.Normalizes participant properties
Integrate Code by Zapier and data cleaning tools to correct email typos, split names, normalize lists, and output participant JSON.
Code by Zapieror swap with your favorite app
4.Creates or updates participant record
Integrate Webhooks by Zapier and CRM systems to post participant JSON, search by name and DOB, and store the participant ID.
Webhooks by Zapieror swap with your favorite app
5.Creates enrollment deal and associations
Integrate Webhooks by Zapier and CRM deal workflows to create or find an enrollment deal and link participant and organization records.
6.Appends reporting spreadsheet row
Integrate Google Sheets and reporting workflows to append a worksheet row with submission fields and participant and deal IDs.
Google Sheetsor 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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