1.Create prioritized lead from form
Integrate Formidable Forms and form field mapping tools to capture submission data and create structured lead inputs.
Create CRM lead and attach incoming inquiry email to thread
Automatically monitor new Formidable Forms entries across Formidable Forms, Streak, Delay by Zapier, and Gmail. Create and update when leads are created, email threads are found, and context is attachedβso you can respond without manual inbox checking or spreadsheet work.
How this automation preserves inquiry context
When new Formidable Forms entries land, delays can cause missed follow-ups. This automation creates lead boxes, finds the matching Gmail thread, and attaches it to the leadβso your team can respond faster.
Formidable Formsor swap with your favorite app
2.Create new lead box in pipeline
Integrate Streak and CRM pipeline tools to create a lead box, map fields, and assign the default owner.
Streakor swap with your favorite app
3.Wait for email threading to finish
Integrate Delay by Zapier and timing tools to pause briefly so email threading completes before searching.
Delay by Zapieror swap with your favorite app
4.Find the matching inquiry message
Integrate Gmail and mailbox search tools to find the inquiry message and return the thread identifier.
Gmailor swap with your favorite app
5.Attach thread and add contact
Integrate Streak and contact management tools to add the contact and attach the Gmail thread identifier.
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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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