1.Receive new lead submission
Integrate LeadCapture.io Forms, form capture tools, and intake workflows to receive the submission payload for eligibility processing.
Add and update eligibility form leads into CRM
Automatically capture eligibility form submissions across LeadCapture.io Forms, Formatter by Zapier, and Freshsales Suite. Extract source details and find or update CRM contacts and add them to your eligibility listβso you can automate intake without manual lead entry.
How this automation updates your CRM eligibility pipeline
When new lead submission arrives, delayed intake can slow follow-up and lose qualified leads. This automation formats source details, finds or updates CRM contacts, and adds each lead to your configured eligibility listβso your team can act fast.
LeadCapture.io Formsor swap with your favorite app
2.Extract normalized source field
Integrate Formatter by Zapier, data parsing tools, and reporting systems to split the page URL and generate a normalized source field.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Freshsales Suite, CRM search tools, and contact matching to search by submission email and return the matching contact record.
Freshsales Suiteor swap with your favorite app
4.Create or update contact
Integrate Freshsales Suite, CRM field mapping tools, and note logging to create or update contacts and add them to your eligibility list.
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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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