1.Captures new form submission
Integrate Unbounce and landing page analytics tools to capture submission payload and UTM values to standardize lead intake.
Create CRM lead from enrollment landing page form
Automatically capture new enrollment submissions across Unbounce and Salesforce. Automatically create and enrich CRM leads when form submissions include UTMs or grade and year selections or payload source matches Landing Pagesβso you can assign owners, standardize grade/year text, and create clean lead records without manual data entry.
How this automation standardizes your CRM lead intake
When enrollment form submissions arrive with mixed formatting, delays can corrupt ownership and lead data. This automation captures submission payloads, enriches rep assignment and grade formatting, and creates Salesforce lead recordsβso your team stays on top of every signup.
Unbounceor swap with your favorite app
2.Looks up regional rep mapping
Integrate Formatter by Zapier and data mapping tools to map submission values to a rep identifier to assign lead ownership.
Formatter by Zapieror swap with your favorite app
3.Truncates grade year text
Integrate Formatter by Zapier and text formatting tools to truncate grade year input into a 30 character display value.
4.Creates CRM lead record
Integrate Salesforce and CRM reporting tools to create a lead with name, phone, email, grade year, UTM fields, source, and owner.
Salesforceor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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