1.Captures new lead gen form response
Integrate LinkedIn Ads and lead capture mapping to extract submission fields and to centralize lead payload data.
Create CRM lead and log spreadsheet row from form
Automatically capture new lead gen form responses across LinkedIn Ads and sales and reporting tools. Notify operations and update your CRM when responses arriveβso you can speed follow-up, keep data current, and avoid manual spreadsheet work.
How this automation accelerates lead follow-up for your CRM
When new lead gen form responses come in, delays can cause leads to go cold and records to stay incomplete. This automation captures submissions, normalizes fields, creates CRM records, appends reporting rows, and notifies opsβso your team can respond fast with clean data.
LinkedIn Adsor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data transformation tools to format submission reference, date, and country to standardize lead values.
Formatter by Zapieror swap with your favorite app
3.Finds or creates organization and person
Integrate Pipedrive and CRM enrichment tools to find or create the organization and person using work email to keep contacts complete.
Pipedriveor swap with your favorite app
4.Creates deal from lead details
Integrate Pipedrive and pipeline setup tools to create a deal with stage, date, and lead notes to capture opportunity context.
5.Appends a reporting row
Integrate Google Sheets and reporting tools to append a row with campaign identifiers and deal reference to keep analytics up to date.
Google Sheetsor swap with your favorite app
6.Sends ops lead follow-up email
Integrate Gmail and email routing tools to send a short summary and CRM link to ops for timely follow-up.
Gmailor 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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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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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.
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