For nonprofits: keep lead source from guide downloads

Marketing ops directors at nonprofits find guide-download contacts missing LeadSource, skewing donor attribution. Zapier fills LeadSource from the form so segmentation and reporting start quickly.

Overview

Nonprofits lose donor attribution when LeadSource is blank, making campaign reporting unreliable. This workflow writes LeadSource from guide-download forms into contact records, turning messy leads into segmentation-ready donor data so reporting reflects real campaign impact.

Notable Features

Find contact by email
Update contact LeadSource field
Prevent overwriting existing source