1.Monitors new worksheet rows
Integrate Smartsheet and spreadsheet data to capture each new row submission and centralize display lead details.
Create CRM leads from display campaign spreadsheet rows
Automatically monitor new rows across Smartsheet and capture display campaign submissions. Create and update CRM leads when email or phone appears, account context is found, or product interest matchesβso you can route leads, attach campaign details, and keep follow-up organized without manual lead entry.
How this automation accelerates your display follow-up
When new Smartsheet rows arrive, manual lead entry can slow follow-up and cause missed responses. This automation captures submissions, looks up accounts, creates Salesforce leads, and adds them to campaignsβso your team can respond faster.
Smartsheetor swap with your favorite app
2.Finds matching account record
Integrate Salesforce and CRM lookup tools to find an account by the dealer reference and return account context.
Salesforceor swap with your favorite app
3.Creates CRM lead record
Integrate Salesforce and lead data mapping to create a lead, set lead source to Display, and apply default status.
4.Adds lead to campaign
Integrate Salesforce and campaign management to add the new lead to the configured campaign and set member status.
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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.
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