1.Detects new form submissions
Integrate Unbounce, lead capture tools, and landing-page forms to catch each new submission and start lead processing.
Add PPC lead to lead sheet and notify team
Automatically capture new form submissions and normalize lead fields across Unbounce, Formatter by Zapier, ChatGPT (OpenAI), Google Sheets, Zapier Tables, HubSpot, and Gmail. Create and update when leads submit or records changeβso you can normalize inputs, generate AI summaries, and notify stakeholders without manual follow-up.
How this automation accelerates lead handoffs
When new form submissions happen in Unbounce, manual data entry can delay outreach and risk losing context. This automation formats fields, generates an AI summary, and stores leads in sheets and your CRMβso your team can respond faster and stay aligned.
Unbounceor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data formatting tools to normalize timestamps and convert phone input to E.164.
Formatter by Zapieror swap with your favorite app
3.Generates AI company overview
Integrate ChatGPT (OpenAI) and prompt templates to generate a concise AI summary for each company and store it as AI summary.
ChatGPT (OpenAI)or swap with your favorite app
4.Adds lead to lead sheet
Integrate Google Sheets and spreadsheet tools to map submission and contact fields, then add a new row for each lead.
Google Sheetsor swap with your favorite app
5.Creates lead record in table
Integrate Zapier Tables and record storage tools to create a mapping-table entry with key fields and AI summary.
Zapier Tablesor swap with your favorite app
6.Upserts company and contact
Integrate HubSpot and CRM workflows to create a company if missing, upsert contact by email, and attach phone and notes.
HubSpotor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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