1.Detect new form submission
Integrate Paperform and submission capture tools to detect new form submissions and start lead intake workflows.
Create CRM lead and send SMS to new prospect
Automatically capture new form submissions across Paperform and Zoho CRM, Google Sheets, SMTP by Zapier, and Heymarket SMS. Create lead records, log submissions, and text prospects when new submission arrives, required fields complete, or file link uploadedβso you can create leads, log tracking, and send SMS without manual lead entry.
How this automation accelerates your prospect follow-up
When a new form submission lands, leads can stall and sales miss the timing. This automation creates CRM lead records, appends tracking rows, and sends both internal and prospect messagesβso your team can act on intent fast.
Paperformor swap with your favorite app
2.Creates lead in Zoho CRM
Integrate Zoho CRM, contact mapping tools, and document link handling to create a lead record from submission details.
Zoho CRMor swap with your favorite app
3.Appends tracking row in Sheets
Integrate Google Sheets, timestamp fields, and row mapping tools to append a tracking entry for the accepted submission.
Google Sheetsor swap with your favorite app
4.Sends internal notification email
Integrate SMTP by Zapier and email templates to send an internal alert with submission summary and the CRM or PDF link.
SMTP by Zapieror swap with your favorite app
5.Sends SMS to prospect
Integrate Heymarket SMS and messaging templates to send a prospect text with required documents or next steps.
Heymarket SMSor swap with your favorite app
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Explore all lead generation automations
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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