1.Detect new form submission
Integrate Unbounce and landing page tools to capture each submission and trigger downstream lead actions.
Create CRM lead and tracker row from form submissions
Automatically monitor new form submissions across Unbounce, Google Sheets, and CRM systems. Create CRM records and alerts when new form submitted, contact details provided, or UTM fields capturedβso you can build tracker rows, enrich net worth, and notify owners without manual lead tracking.
How this automation accelerates your lead follow-up
When new form submissions land, leads can sit unassigned while tracking and enrichment lag. This automation creates tracker rows, enriches net worth, and creates CRM leads and deals and notifies ownersβso your team can follow up while intent is fresh.
Unbounceor swap with your favorite app
2.Creates spreadsheet tracker row
Integrate Google Sheets and spreadsheet tools to append submission details and UTM values to a tracker row.
Google Sheetsor swap with your favorite app
3.Finds net worth estimate
Integrate Zapier Tables and lookup tables to return a net worth estimate based on available capital.
Zapier Tablesor swap with your favorite app
4.Finds or creates person and deal
Integrate Pipedrive and CRM pipeline tools to match by email, create missing people, and open new deals.
Pipedriveor swap with your favorite app
5.Creates Salesforce lead
Integrate Salesforce and CRM record tools to create lead fields with net worth and attribution data.
Salesforceor swap with your favorite app
6.Sends outreach notification email
Integrate Gmail and email tools to notify recipients with key fields and the tracker row link for review.
Gmailor 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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