1.Captures new form submission
Integrate Unbounce and landing form fields to detect new form submission records for lead capture.
Add or update CRM lead from landing form
Automatically transform landing form submissions into CRM-ready leads and contacts across Unbounce and Salesforce. Create and update records when email matches, phone matches, or new lead details arriveβso you can upsert contacts, create leads, and add activity notes without manual follow-up.
How this automation creates CRM-ready leads and contacts
When a new Unbounce form submission comes in, manual data entry can delay follow-up and increase duplicate records. This automation formats timestamps and phone numbers, finds contacts, then updates or creates Salesforce records and activity notesβso your team can respond fast.
Unbounceor swap with your favorite app
2.Formats submission timestamp
Integrate Formatter by Zapier and data normalization to transform the submission timestamp into a formatted date field.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone number
Integrate Formatter by Zapier and data normalization to map raw phone input to a normalized E.164 phone value.
4.Finds existing contact
Integrate Salesforce and CRM search to find a contact by email, with a fallback search by phone.
Salesforceor swap with your favorite app
5.Branches on contact match
Integrate Filter by Zapier and routing rules to continue down the contact path or the lead path based on found status.
Filter by Zapieror swap with your favorite app
6.Updates or creates CRM record
Integrate Salesforce and CRM records to update the contact with activity context or create a new lead with campaign attribution.
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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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