1.Captures new form submission
Integrate Zapier Forms and forms data tools to capture submission fields to create consistent lead intake.
Add new form leads and send welcome message
Automatically capture new form submissions across Zapier Forms, Formatter by Zapier, Zapier Tables, and Webhooks by Zapier. Create and update leads when form submissions created, phone provided, or welcome template readyβso you can normalize phone data, create lead records, and send welcome messages without manual follow-up.
How this automation accelerates your lead intake
When a form submission gets created, delays can slow sales follow-up and waste high intent leads. This automation captures submissions, normalizes phone data, creates lead records, and sends welcome messagesβso your team can respond fast.
Zapier Formsor swap with your favorite app
2.Normalizes phone input
Integrate Formatter by Zapier and data formatting tools to normalize phone input to standardize phone for matching.
Formatter by Zapieror swap with your favorite app
3.Creates a lead record
Integrate Zapier Tables and CRM-style table tools to create a new lead record to store normalized contact details.
Zapier Tablesor swap with your favorite app
4.Sends welcome message request
Integrate Webhooks by Zapier and messaging APIs to send a POST request to deliver the welcome message to the lead.
Webhooks by Zapieror swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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
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
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
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
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