1.Detect new form submissions
Integrate Unbounce and landing form data tools to capture each submission to populate workflow mapping fields.
Create CRM leads and master lead rows from form submissions
Automatically monitor new form submissions in Unbounce across lead capture and CRM tools. Create and update CRM leads from normalized fields so you can route by zip, enrich your master intake, and trigger immediate outreach without manual reporting.
How this automation creates CRM leads from every submission
When new form submissions arrive, delays can break routing and slow outreach. This automation monitors Unbounce submissions, transforms contact fields, looks up zip routing, posts to a dialer, and creates CRM leads and master rowsβso your team can respond quickly.
Unbounceor swap with your favorite app
2.Normalize contact details
Integrate Formatter by Zapier and data cleaning tools to split names, format phone, and standardize emails for routing.
Formatter by Zapieror swap with your favorite app
3.Lookup zip routing value
Integrate Google Sheets and spreadsheet lookups to determine routing by zip and mark no match for intake.
Google Sheetsor swap with your favorite app
4.Post payload to dialer endpoint
Integrate Webhooks by Zapier and JSON payload tools to POST a dialer message with phone, email, and zip.
Webhooks by Zapieror swap with your favorite app
5.Append master row and create CRM lead
Integrate Google Sheets and Microsoft Dynamics 365 CRM to append master intake fields and create CRM leads with campaign data.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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