1.Catches incoming form submissions
Integrate Webhooks by Zapier and form intake tools to capture submission data and start the lead workflow.
Create CRM deal from incoming website form submissions
Automatically convert website form submissions into lead records across Webhooks by Zapier, Discord, Livespace, and Email by Zapier. Create and update when new submissions arrive or form fields validate or qualification criteria passβso you can notify sales, create companies, and open CRM deals without manual follow-up.
How this automation accelerates lead-to-deal follow-up
When website form submissions arrive, leads can stall before sales can respond. This automation captures submission signals and creates company records and CRM dealsβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Sends channel message with lead summary
Integrate Discord and team communication tools to notify your sales channel with mapped submission fields.
Discordor swap with your favorite app
3.Finds or creates company record
Integrate Livespace and CRM data tools to search by email and phone and create a company on no match.
Livespaceor swap with your favorite app
4.Creates CRM deal with source tag
Integrate Livespace and CRM record tools to create a deal with mapped notes, description, and a configured source tag.
5.Sends internal stakeholder alert
Integrate Email by Zapier and internal messaging tools to send an alert with the created deal reference.
Email by Zapieror 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.
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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