1.Detects new form entry
Integrate Cognito Forms and form submissions to capture membership and certification fields to start certification record updates.
Update certification records and set opt-in flag from form
Automatically monitor new membership and certification submissions across Cognito Forms and Salesforce. Normalize opt in flags and update certification records automaticallyβso you can update records, link contacts, and keep outreach compliant without manual data entry.
How this automation updates your certification records
When new membership and certification submissions happen, records can fall out of sync and outreach can miss updated preferences. This automation normalizes opt in data and program identifiers, then finds programs and contacts and updates certification recordsβso your team can keep data current without manual entry.
Cognito Formsor swap with your favorite app
2.Normalizes opt in and program
Integrate Code by Zapier and data normalization tools to convert opt-in into yes or no and normalize program identifiers.
Code by Zapieror swap with your favorite app
3.Finds certification program
Integrate Salesforce and crm lookup processes to search Certification Program records by the normalized program short name.
Salesforceor swap with your favorite app
4.Finds contact by email
Integrate Salesforce and contact matching to search Contact records using the submitted email and return a contact id when found.
5.Updates certification record
Integrate Salesforce and record updating tools to match by certification reference and update opt in, status, and contact linkage.
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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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