1.Detect new form entry
Integrate WPForms and form capture tools to catch new submissions and route them into lead creation workflows.
When new form entries come in from a landing form, delays can stall outreach and reduce conversions. This automation parses submission fields, creates Salesforce lead records, and adds leads to the matched campaignsβso your team can follow up with confidence.
Integrate WPForms and form capture tools to catch new submissions and route them into lead creation workflows.
Integrate Sub-Zap by Zapier and parsing logic to extract referral details and parsed gclid or UTM tracking outputs.
Integrate Formatter by Zapier and lookup tables to map campaigns, normalize text opt-in, and align service selections.
Integrate Salesforce and CRM record creation to create lead records with parsed tracking fields and Web Form attribution.
Integrate Salesforce and campaign membership tracking to enroll the new lead into the matched campaign record.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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