When someone completes a form, create or update the Member record in SlapFive.
This Zap enables you to a form-builder like Google Forms, Smartsheet, or Qualtrics to capture input from your customers that you want to load into their Member record in SlapFive. Examples:
Nomination Forms that allow anyone in your company to nominate customers for your program
Invitation Forms in which you invite customers to your program and let them select the types of activities they like to do.
While logged into your Zapier account, click the Create Zap button.
1. Trigger for form completion
On the 1. Trigger screen, name your Zap in the upper left, then in the Search apps… box, search for your form-building app, such as Google Sheets or Smartsheet, and select it.
In the Choose an event box, select the form-building app’s Trigger Event that represents a new form fill or survey response and click Continue.
On the Choose account screen, select an existing Connected Account for your form-building app or create a new one and click Continue.
On the Set up trigger screen, select the form or sheet that contains your data and click Continue.
Click the Test trigger button to pull some data into the Zap so you can test it all the way through, then click Continue.
2. Action to create or update SlapFive Member and Company:
This Action first uses a Salesforce Contact ID to see if a Member already exists with that ID. If no match is found it will then use the Email Address to see if a Member already exists with that Email. If either match, it will update the existing Member, otherwise it will create a new Member.
On the 2. Action screen, search for SlapFive and select it.
On the Choose app & event screen, click in the Choose an event box, select Create or Update Customer, and click Continue.
On the Choose account screen, select an existing Connected Account for SlapFive or create a new one and click Continue.
On the Set up action screen, you will see a list of all the SlapFive fields for a customer. Click within the box under each SlapFive field to select the form/survey field that you want to map to it. See the help text under each box for more information about that field, and the required fields are noted. When done mapping, click Continue.
On the Test action screen, click Test & Review to test the Zap. Go into SlapFive to verify that the new Member was created or existing Member was updated properly.
If the test is successful, click the Turn on Zap button, otherwise check your field mappings.