1.Captures new trial form entries
Integrate WPForms to capture trial signup submissions and start the workflow for new form entry payloads.
Add 30-day trial signups to revenue and tracker sheets
Automatically capture trial signup form entries across WPForms and sync them into revenue tracking and lead tracking workbooks. Create and update when trial signups submit—so you can log revenue contacts, populate lead tracker rows, and capture submission dates without manual spreadsheet updates.
How this automation logs new trial signups
When trial signup entries arrive, slow follow-up can lose trial intent. This automation captures form submissions and writes revenue and lead tracker rows—so your team can act on every signup quickly.
WPFormsor swap with your favorite app
2.Formats the submission date
Integrate Formatter by Zapier, date tools, and timestamp formatting to convert the submission timestamp to a formatted date field.
Formatter von Zapieror swap with your favorite app
3.Adds revenue workbook rows
Integrieren Sie Microsoft Excel and spreadsheet mapping to add rows in your revenue worksheet in contact and date columns.
Microsoft Excelor swap with your favorite app
4.Creates lead tracker rows
Integrieren Sie Google Sheets and sheet automation to create rows in your lead tracker in formatted date and source fields.
Google Sheetsor swap with your favorite app
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Schritt 1
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Schritt 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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