1.Catches new submission
Integrate WS Form and form submission tools to capture metadata and contact fields to trigger lead creation.
Create CRM lead and log form entry to table
Automatically catch WS Form new submission events across form and CRM tools. Create CRM leads and log table rows when new submission posts, submission IDs are captured, or contact details are submittedβso you can insert records, prevent duplicates, and assign follow-up without manual lead entry.
How this automation creates qualified CRM leads
When WS Form new submission happens, lead data can pile up in inboxes and table exports or get entered twice. This automation creates a lead tracking row and checks for duplicates before creating a CRM lead and assigning ownershipβso your team can follow up fast.
WS Formor swap with your favorite app
2.Creates lead tracking record
Integrate Zapier Tables and reporting systems to create a lead tracking row to store submission and campaign details.
Zapier Tablesor swap with your favorite app
3.Delays for 2 minutes
Integrate Delay by Zapier and workflow timing tools to wait briefly to allow follow-on submissions to arrive.
Delay by Zapieror swap with your favorite app
4.Finds matching record
Integrate Zapier Tables and lookup tools to search by submission ID to detect recent duplicates.
5.Creates CRM lead
Integrate Bitrix24 CRM and CRM workflows to create a lead to map contact fields and assign ownership.
Bitrix24 CRMor swap with your favorite app
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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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