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Capture and convert more leads with Zapier

Lead management automation connects your tools and triggers workflows across Lead generation, Lead routing, Lead scoring, Lead nurturing, and Sales handoff.
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Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore lead management use cases

Lead management automation connects your tools and triggers real-time actions across Lead qualification, Lead enrichment, Lead routing, and Lead nurturing. Build workflows that eliminate manual work and keep your entire marketing stack in sync.

  • Lead enrichment

    Strengthen lead quality with automated profile updates, field completion, and qualification routing

  • Lead nurturing

    Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates

  • Lead qualification

    Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications

  • Lead generation

    Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach

  • Lead scoring

    Prioritize high-intent leads with automated score updates, qualification rules, and rep alerts

  • Lead routing

    Accelerate lead response with automated assignment rules, owner alerts, and CRM updates

  • Sales handoff

    Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates

  • 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.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your lead management with Zapier

Elevate your lead management with Zapier automation. Capture new leads, qualify and route records, and nurture prospects to handoff—and that’s just the start.

Lead capture and enrichment

Every lead enters complete

Capture every new lead automatically and enrich records as they arrive. Connect forms, ads, CRM fields, and spreadsheets so lead management data stays current from the first touch. Your marketing team gets cleaner records and faster follow-up.

Lead generation and management

Automatic lead capture

Capture leads from forms and ads the moment they arrive, then create records in HubSpot or Salesforce without manual entry.

Smart data enrichment

Append company, source, and contact details to each new record so your CRM starts with fuller lead data and fewer research steps.

Form-to-CRM routing

Send new submissions from Facebook Lead Ads or Typeform into your CRM instantly, so no lead sits unassigned in a spreadsheet.

Duplicate lead checks

Flag matching emails or phone numbers before another record is created, keeping your lead list cleaner and follow-up more accurate.

Source attribution tracking

Track campaign source and form origin on every record, giving marketing clearer attribution across lead generation channels.

How it works

Lead management automation connects your tools, captures inbound leads and scoring signals, and triggers workflows automatically. Route, qualify, and nurture leads in real time—without manually triaging forms or updating records.

  1. Step 1

    Connect your tools

    Integrate platforms like HubSpot, Salesforce, Marketo, form builders, and CRM systems to centralize lead data.

  2. Step 2

    Define triggers

    Set conditions for new lead capture, score changes, routing rules, qualification status, or handoff readiness.

  3. Step 3

    Automate & measure

    Route leads, send follow-ups, update records, and continuously track lead conversion improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.