1.Monitors new form submissions
Integrate Unbounce and form capture tools to start the workflow and to feed submission data into the zap.
Create CRM leads and tracker rows from form submissions
Automatically capture new form submissions across Unbounce, Google Sheets, Zapier Tables, Salesforce, and Gmail. Create and update when submissions arrive, values match enrichment, or emails fail to matchβso you can append tracker rows, create CRM leads, and alert campaign managers without manual lead triage.
How this automation accelerates your lead intake
When new form submissions come in, delays can cause leads to slip through and teams to waste time on manual triage. This automation uses Unbounce to start, then creates tracker rows, looks up enrichment, creates CRM leads, and sends lead alertsβso your team can move faster.
Unbounceor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and reporting tools to map submission fields into tracker columns and to record each entry.
Google Sheetsor swap with your favorite app
3.Finds enrichment record
Integrate Zapier Tables and enrichment tools to look up enrichment context by submitted value and to return matched fields.
Zapier Tablesor swap with your favorite app
4.Creates CRM lead
Integrate Salesforce and CRM tools to map submission data into lead fields and to create or update leads.
Salesforceor swap with your favorite app
5.Sends lead alert email
Integrate Gmail and team messaging tools to send a lead alert with contact and enrichment details to campaign managers.
Gmailor swap with your favorite app
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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!)
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