How much time do you think your team spends managing leads? If you spend more time sorting your prospects instead of working to make them paying customers, your lead management process may need a major overhaul.
You know it's important for your business, but if the thought of spring-cleaning your process feels overwhelming, Zapier has you covered. We're an automation tool that allows you to send information from one app to another, so you can reduce manual tasks such as importing leads from a form and spend more time closing the deal.
Whether you're struggling with managing your leads from social media or need an extra kick to your nurture process, we've collected a few Zaps—what we call Zapier's automated workflows—so you can whip your lead management into tip-top shape.
Many businesses use a customer relationship management (CRM) tool to track customer interactions and deals. A CRM won't solve all your problems, though. While it's a great source of truth for many business operations, it can be unwieldy to manage without some organization and automation.
You can improve your whole process—from collecting leads to distributing them and nurturing your prospects—by adding automation to your systems.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Streamline your lead collecting efforts
There are so many ways to source leads that it's a little overwhelming. Do you use a website landing page or a form? Social media or events? What about ads?
Many businesses will use a combination of methods because potential customers are everywhere. When you're trying to acquire leads through multiple channels, it can be difficult to track, organize, and maintain systems long-term without automation.
Landing pages
Landing pages are great for putting the focus on a specific product or service. Visitors can fill out a form to learn more about your product—and you can validate what resonates with them.
These workflows will automatically add leads from your landing pages to your CRM, email list, or wherever else you need them.
Add or update HubSpot contacts for new submissions on Unbounce
Unbounce + HubSpot
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If you really want keep the ball rolling as fast as possible, don't wait around to start developing the relationship once you capture customer data through your landing page—set up this Unbounce - HubSpot integration and we'll keep your workflow going after that. Every new submission on Unbounce will trigger the automation, sending the data to HubSpot automatically and creating (or updating) a contact as a result, giving you the best possible shot at continuing to engage your new potentials.
Forms
Forms are a classic lead generation tool, hearkening back to paper sign-up sheets. They're a quick way to gather the information your sales team needs, while also gathering extra information to help you close the sale—for example, why they're interested in your service.
If you're struggling with managing incoming form submissions, you can try these workflows to route information where you need it.
Create Salesforce leads with new Gravity Forms submissions
Gravity Forms + Salesforce
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If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.
Create or update HubSpot contacts from new Squarespace form submissions
Squarespace + HubSpot
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Requesting customer information via a form on Squarespace? Don't waste time manually keeping the information up-to-date across your various apps. Every time a new form is received from your Squarespace site, this Zap will automatically create or update a contact in HubSpot.
Add new Unbounce form submissions to Zoho CRM as leads
Unbounce + Zoho CRM
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Data entry takes up valuable time - automate it and save time. This integration helps by automatically adding new Unbounce landing page submissions to Zoho CRM as leads. Once you set up this integration, new landing page submissions from that point forward are individually added as leads so you can focus on working those new leads.
Events
While events are a labor-intensive and sometimes costly lead generation tool, they come with benefits other strategies can't offer. They're personal and a great way for potential customers to get a taste of what your business is all about, while also participating in something relevant to their interests.
Whether you're doing an in-person event or running a webinar, these Zaps will ensure your leads are automatically captured.
Add new Eventbrite attendees to Salesforce as leads
Eventbrite + Salesforce
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Use this Zap automatically add each new Eventbrite attendee to your Salesforce account. Once you set up this integration, new attendees from that point forward are individually added as leads, saving you from duplicate data entry.
Add new Pardot prospects to Google Sheets, then register them for Zoom webinars
Pardot + Google Sheets + Zoom
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Manage your lead data and prep your webinars seamlessly and effortlessly with this integration. It automatically adds a new prospect from your Pardot account to a new row in a specified Google Sheets spreadsheet, before registering them for your next webinar in Zoom.
Social media ads
While many businesses are alread on social media, placing an online ad can be an effective form of lead generation. For example, Google and LinkedIn allow users to enter information on a form without a redirect—perfect in this attention economy.
You can ramp up your lead strategy on social without the administrative labor with these Zaps:
Create Airtable records for new Google Ads leads
Google Ads + Airtable
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Keep track of your prospect details without the need for any added clicks or keystrokes. This integration automatically creates a record in Airtable for each new lead in your Google Ads account.
Think about how your leads flow
It's important to think about your sales cycle. When is it time to create a deal for a prospect? How do you know if a lead is sales qualified, marketing qualified, or none of the above? Map out this process first. Then, start from the beginning. Once you have a qualified lead, who on your team needs to know?
If you're struggling to get visibility on your leads as they come in, these Zaps will automatically alert you when a new lead is added to your CRM.
Send channel messages in Microsoft Teams for new Pipedrive leads
Pipedrive + Microsoft Teams
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It's important for your team to be notified about new leads so they can be properly nurtured. This integration does just that! When you have a new Pipedrive lead, a channel message will be sent in Microsoft Teams to keep your team informed.
Create and email a digest of new leads from Zendesk Sell
Zendesk Sell + Digest by Zapier + Email by Zapier
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If you find yourself collecting all of your week's new leads for a report, you know it can be a bit tedious. First, you have to sort leads by date, then gather all the ones from this week, and then you have to build out an email. Why not automate all of that and let Zapier do the work? This Zap will grab your new leads, add them to a digest, AND send it out whenever you want.
Post messages to a Slack channel when new HubSpot contacts are added to lists
HubSpot + Slack
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Want to make sure the entire team knows about those key contacts and customers? Set up this Zap to watch your HubSpot list and we'll take care of the rest. Triggered with every new contact you add to that specific list, Zapier will include their details in a message sent to any of your Slack channels, so folks stay in the know.
You can use filter steps or paths—available on our paid plans—to automatically send leads where you want them to go. For example, maybe you want your marketing-qualified leads added to a newsletter subscription list, while you want your sales team to be notified in Slack for your sales-qualified prospects.
Prefer using a spreadsheet to analyze your leads? With an automated workflow, you can first automatically add leads to your spreadsheet or database.
Collect new Typeform responses as rows on Google Sheets
Typeform + Google Sheets
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Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.
Add new Facebook Lead Ads leads to rows on Google Sheets
Facebook Lead Ads + Google Sheets
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Spreadsheets make it easy to filter and sort through new prospects, but take time to build. Use this Facebook Lead Ads-Google Sheets integration to link your records directly to your ads so you can keep your mind on marketing. After being set up, every new ad lead on Facebook will trigger this Zap, automatically creating a new row on Google Sheets with all those valuable details for you. Learn more in our
Add new Typeform entries as rows on an Excel spreadsheet
Typeform + Microsoft Excel
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Whether you're planning an event or gathering product feedback, your time doesn't have to be spent exporting those results to your spreadsheets just so you can really go through them—we can do that! After you've set up this automation, Zapier will capture new entries your Typeform receives, adding a new row to an Excel spreadsheet for each and every one with every response you need.
Add new Jotform submissions to Excel spreadsheet rows
Jotform + Microsoft Excel
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The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.
Add new Typeform entries to Airtable as records
Typeform + Airtable
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Rather than collecting and inputting data from endless amounts of form entries, use this Typeform to Airtable automation. Set it up and each time a new entry is submitted in Typeform, Zapier will create a new record in Airtable. Create complete and accurate records for your form entries in your Airtable database automatically!
Create Airtable records from new Google Forms responses
Google Forms + Airtable
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Forms are a great way to gather a multitude of different pieces of data, why not store that in a place where you can work with it deeper? Connect your Google Forms responses to Airtable databases with the help of Zapier, and automatically store that valuable information in a place that works best for you.
Then, stay updated on new leads when they come in by setting up automatic emails or team chat notifications for updates to that spreadsheet.
Lead nurturing
Now that you have leads to work with, the real work begins: turning them into paying customers. Think back to your sales cycle. Once you have a prospect, how do you encourage them through different deal stages? Do they need to go into a drip email campaign first? How do you know when it's time for a sales call?
Every business has its own strategy for converting leads, but timely follow-up is universal. There's a short window in which you have a prospect's interest—automation can help you capitalize on it.
Send a personal message to new leads
When someone expresses interest in your product, it's a nice gesture to let them know what to expect next from you. This could be a simple thank you email and a note that a sales rep will follow up soon, or even a text as a part of an SMS campaign.
Try these workflows to give your prospects a personalized touch.
Get notified via email when new contacts are added to HubSpot lists
HubSpot + Email by Zapier
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Know when leads are segmented in your CRM with help from this automation. Set this up and, when your HubSpot contacts are added to a list, we'll let you know by email, automatically.
Send a Twilio SMS when a Typeform form is filled out
Typeform + Twilio
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Integrate your form with SMS, and seamlessly send the right info, to the right people, at the right time. This Zapier automation will send an SMS via Twilio whenever a new entry is made on Typeform. Whether you're wanting to send fast confirmation responses to the form-fillers, or send form entry data to the right teammate, do it without lifting a finger.
Note: Delay steps—available on our paid plans—allow you to wait for a specific amount of time before your Zap completes the next step.
Enroll in a campaign
A lead may not be ready to have that sales conversation right away. That's where email drips and SMS campaigns come in handy because you can encourage prospects over time. You can use a Zap to automatically add new leads to an email newsletter, a drip email list, or an SMS list.
Create or update Mailchimp subscribers from new Google Forms submissions
Google Forms + Mailchimp
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The easiest way to collect a lead from your website is using a simple form, but the hard part comes with managing that data by hand. Don't you want to add those leads directly to your email marketing list? Now with this integration, you can! Set up this Zap to automatically create or update a Mailchimp subscriber as soon as a new Google Forms submission is received.
Add new Eventbrite attendees to Kit tags
Eventbrite + Kit
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People like getting together and doing things. Eventbrite lets you keep track of the people coming to your workshop, 5k, or festival so you know what (and who) to expect. Kit takes it even further by giving you the power to automatically email your attendees after the event, tag them in multiple events, and share a follow up sequence to your next Eventbrite shindig.
Book demo calls
Depending on the service you're offering, you may want to book consultation or demo calls with prospects. You can get started quickly with these workflows, which will automatically send call invites to leads when they're in a specific deal stage. If you use a booking or scheduling app, include your calendar link in the email message.
Send emails in Gmail when new deals are added to a stage on Pipedrive
Pipedrive + Gmail
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Let your team know about a Pipedrive new deal - in a pipeline stage - in just one step. Use Zapier to send the new deal automatically as a Gmail outbound message.
Let automation guide your leads
The sales cycle can be a long one, but that time doesn't need to be tied up on the administrative side of lead management or nurture. Automation can help you streamline the process, to focus more on making the best pitch to your prospects.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
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