1.Captures new submission
Integrate Formstack and lead capture forms to capture new submission details for immediate lead intake.
Create CRM lead and notify SDRs from form submission
Automatically monitor new submission events across Formstack, Webhooks by Zapier, Salesforce, and Mailgun. Create and update when new submission arrives, domain allowed, or lead match missingβso you can validate lead data, enrich CRM fields, and notify SDRs without manual triage.
How this automation accelerates lead qualification
When new form submissions land, delayed qualification can slow follow-up and reduce conversion chances. This automation maps lead fields, validates email domains, creates Salesforce leads, enriches company summaries, and notifies SDRsβso your team can act fast.
Formstackor swap with your favorite app
2.Maps submission fields to lead fields
Integrate Formstack and data mapping tools to map submission fields into CRM-ready lead fields.
3.Fetches blocked domains list
Integrate Webhooks by Zapier and data fetching tools to retrieve the blocked domains list for validation.
Webhooks by Zapieror swap with your favorite app
4.Checks email domain against blocklist
Integrate Code by Zapier and domain validation checks to compare the submission email domain and stop blocked leads.
Code by Zapieror swap with your favorite app
5.Finds lead by email and creates if needed
Integrate Salesforce and CRM record tools to find an existing lead and create a new one on no match.
Salesforceor swap with your favorite app
6.Enriches company name summary
Integrate AI by Zapier and enrichment tools to generate a company summary and update the Salesforce lead description.
AI by Zapieror 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.
See how teams are automating with Zapier (and loving it!)
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