1.Detect new lead
Integrate WhatConverts and lead intake tools to capture conversion events and create a standardized lead record for follow-up.
Create CRM lead from incoming web and call leads
Automatically monitor new lead submissions across WhatConverts and your CRM contact systems. Create and update when web form leads, call conversions, or chat requests come inβso you can map fields, normalize contact details, and tag leads without manual data entry.
How this automation updates your CRM leads fast
When new web and call conversions arrive, teams risk slow follow-up and inconsistent contact records. This automation processes new leads through WhatConverts, maps and normalizes contact data with LeadConnector and Formatter by Zapier, and updates HighLevelβso your team can act on clean lead context quickly.
WhatConvertsor swap with your favorite app
2.Map fields to contact
Integrate LeadConnector and CRM field mapping tools to map form and call data into the right contact fields and notes.
LeadConnectoror swap with your favorite app
3.Normalize contact details
Integrate Formatter by Zapier and data normalization tools to format phone numbers, trim whitespace, and standardize address components.
Formatter by Zapieror swap with your favorite app
4.Add or update contact
Integrate HighLevel and CRM list tools to add or update contacts using external lead references for later attribution.
Levor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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