1.Detect new form submission
Integrate Zapier Forms, form submission tools, and data capture to capture submission details for lead enrichment.
Create lead intelligence report for new form submissions
Automatically detect form submission created across Zapier Forms, Apollo, Google AI Studio (Gemini), PDF Export, and Email by Zapier. Create and deliver lead intelligence when new submission created, email present on the form, or note captured β so you can enrich contacts, generate PDF reports, and email sales without manual lead research.
How this automation generates lead intelligence PDFs
When form submissions are created but leads lack verified context, sales prioritization slows and wrong outreach slips through. This automation captures submission details, enriches contacts, generates an intelligence PDF, and sends it to salesβso your team can act on-ready leads.
Zapier Formsor swap with your favorite app
2.Find contact by email
Integrate Apollo, contact data enrichment tools, and verification fields to find or create the matching contact.
Apolloor swap with your favorite app
3.Generate report prompt content
Integrate Google AI Studio (Gemini), AI analysis tools, and prompt templates to request verification badges, role, and salary band.
Google AI Studio (Gemini)or swap with your favorite app
4.Create lead intelligence PDF
Integrate PDF Export, HTML to PDF tools, and document formatting to generate a polished A4 intelligence report.
PDF Exportor swap with your favorite app
5.Send outbound email with PDF
Integrate Email by Zapier, email templates, and attachment handling to email the PDF to configured recipients.
Email by Zapieror swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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