1.Captures lead gen form response
Integrate LinkedIn Ads and paid form metadata tools to map submitter details to source fields for each new response.
Create enriched prospect records from paid form leads
Automatically capture new lead gen form responses across LinkedIn Ads and your enrollment CRM. Create and update when campaign and creative names arrive, program interest buckets match, or location answers need normalization—so you can normalize fields, route interest, and update prospect records without manual lead cleanup.
How this automation creates enriched prospect records
When paid form submissions arrive with inconsistent locations and program answers, prospects can be missed or miscategorized. This automation captures responses, normalizes fields, routes by interest, and creates or updates prospect records—so your team can act on accurate lead data.
LinkedIn Adsor swap with your favorite app
2.Normalizes location and program
Integrate Formatter by Zapier and lookup mapping tools to normalize location and program answers into standardized codes.
Formatter by Zapieror swap with your favorite app
3.Routes by program interest
Integrate Paths by Zapier and rules engines to branch by configured program buckets and continue for qualifying records.
Paths by Zapieror swap with your favorite app
4.Creates or updates prospect
Integrate Liaison and enrollment CRM tools to map fields, set paid social source, and create or update prospects by email.
Liaisonor swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 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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