1.Receives new lead conversions
Integrate WhatConverts, lead tracking tools, and form capture to extract submission data and to create lead records.
Create contact records from tracked web and email leads
Automatically capture tracked web and email conversion leads across WhatConverts. Create and update contact records when new leads arrive in form or emailβso you can prioritize follow-up, enrich lead fields, and tag high-intent prospects without manual triage.
How this automation accelerates lead triage
When conversion events land in your tracking, leads can stall and follow-up gets delayed. This automation captures submission signals and updates contacts and tags themβso you can route high-intent prospects quickly.
WhatConvertsor swap with your favorite app
2.Adds or updates lead contacts
Integrate LeadConnector and CRM tools to match by email and update contact fields and to create new leads.
LeadConnectoror swap with your favorite app
3.Adds campaign tags and priority labels
Integrate LeadConnector, campaign management tools, and tagging rules to apply priority tags and to enroll contacts in campaigns.
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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.
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