1.Detect new lead record
Integrate Salesforce and CRM tools to watch for new lead records created in your CRM to trigger lead capture.
Add new partnership leads to your email list
Automatically monitor new lead record creation in your CRM across Salesforce. Create and update contacts in iContact when lead qualification passes, so you can grow your partnership mailing list without manual exports.
How this automation adds partnership subscribers fast
When a new lead record is created in Salesforce, manual exports slow outreach and can miss eligible partners. This automation filters lead qualification, normalizes emails, and creates iContact contacts and tagsβso your team can start segmented outreach quickly.
Salesforceor swap with your favorite app
2.Filter lead qualification
Integrate Filter by Zapier and automation rules to continue only for configured lead record types and when an email exists to gate adds.
Filter by Zapieror swap with your favorite app
3.Normalize email format
Integrate Formatter by Zapier and data formatting tools to standardize casing, strip whitespace, and map the normalized email to contact email.
Formatter by Zapieror swap with your favorite app
4.Create contact in mailing list
Integrate iContact and contact management tools to create a contact, add it to your partnership mailing list, and apply a partnership tag.
iContactor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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