1.Captures new form submissions
Integrate Formstack and lead forms to capture core submission fields to trigger lead creation.
Create CRM lead and add prospect from form
Automatically monitor new Formstack submissions across Formstack and Salesforce and Pardot. Create and update when leads are created and prospects are added and owners are notifiedβso you can create CRM leads, add prospect records, and send SDR alerts without manual lead entry.
How this automation accelerates your lead follow-up
When new Formstack submissions arrive, delays can mean missed response windows and lost opportunities. This automation parses submission data, creates CRM leads and marketing prospects, and sends owner notificationsβso your team can act fast.
Formstackor swap with your favorite app
2.Parses and normalizes submission data
Integrate AI by Zapier and data enrichment tools to extract a domain and normalize first names to prepare CRM mapping.
AI by Zapieror swap with your favorite app
3.Creates a CRM lead
Integrate Salesforce and CRM data mapping tools to create a lead record and capture the new Lead ID.
Salesforceor swap with your favorite app
4.Creates a prospect and adds to list
Integrate Pardot and marketing lists to create a prospect and add it to the configured SDR intro list.
Pardotor swap with your favorite app
5.Sends lead notification email
Integrate Mailgun and email delivery tools to send a lead summary to SDR inboxes with the CRM lead link placeholder.
Mailgunor swap with your favorite app
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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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