1.Monitor new form submission
Integrate Pardot and marketing form handlers to watch for new form submission events and kick off lead creation.
Create CRM leads from marketing form submissions fast
Automatically detect new form submissions across Pardot. Create and enrich CRM leads when qualifying UTM sources submitβso you can route to sales, capture lead details, and avoid manual lead capture without paperwork.
How this automation creates CRM leads from form submissions
When new form submissions arrive, leads can sit idle until someone checks and enters details. This automation filters and delays for data reconciliation, finds or matches prospects, and creates Salesforce leads so your team can act on intent fasterβwithout manual data entry.
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2.Filters for qualifying submissions
Integrate Filter by Zapier and routing rules to continue only for qualifying form families and mapped UTM sources.
Filter by Zapieror swap with your favorite app
3.Delays for reconciliation
Integrate Delay by Zapier and data processing to wait 4 minutes for prospect data reconciliation.
Delay by Zapieror swap with your favorite app
4.Finds matching prospect by email
Integrate Pardot and identity matching tools to find a prospect by email and enrich job title and company when present.
5.Creates Salesforce lead record
Integrate Salesforce and CRM lead assignment tools to create a lead, map fields, set lead source, and apply assignment rules.
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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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