1.Captures new entry and link fields
Integrate Cognito Forms, submission mapping, and link handling to capture the submission identifier plus view and edit links.
Update CRM records with form view and edit links
Automatically capture new entry submissions across Cognito Forms. Create and update CRM links when new entry submitted, submission identifier mapped, or submission view link becomes availableβso you can update records, keep links accurate, and help reps act fast without manual data entry.
How this automation updates your CRM submission context
When new form entries arrive without mapped view and edit links, reps lose time searching submissions manually. This automation captures submission links, filters qualifying Sales submissions, and updates Airtable recordsβso your team can act with instant context.
Cognito Formsor swap with your favorite app
2.Continues only for qualifying submissions
Integrate Filter by Zapier and CRM gating tools to continue only for qualifying Sales submissions.
Filter by Zapieror swap with your favorite app
3.Finds the Airtable record by identifier
Integrate Airtable and record matching tools to search the table for a matching submission identifier.
Airtableor swap with your favorite app
4.Updates view and edit links in record
Integrate Airtable and CRM record updates to map submission view and edit links into the found CRM record.
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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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