1.Receives form submission
Integrate Unbounce and landing form processing to map submission fields to contact and lead attributes for CRM lead creation.
Create CRM leads from referral form submissions with UTM
Automatically monitor new referral form submissions across Unbounce and your CRM. Create and qualify leads when consent is provided, phone is standardized, and lead records are posted so marketing can start outreach and attribution without manual follow-up.
How this automation creates qualified CRM leads
When referral form submissions come in without consistent consent checks, unqualified leads can slip into your pipeline. This automation validates consent, formats phone, requests an access token, and posts lead records to your CRMβso your team can follow up fast.
Unbounceor swap with your favorite app
2.Checks GDPR consent
Integrate Filter by Zapier and consent validation tools to continue only for consented referral submissions and block ineligible entries.
Filter by Zapieror swap with your favorite app
3.Standardizes phone format
Integrate Formatter by Zapier and phone normalization tools to extract country codes and output standardized E.164 style numbers.
Formatter by Zapieror swap with your favorite app
4.Requests CRM access token
Integrate Webhooks by Zapier and authentication endpoints to request an access token and store it for the lead create call.
Webhooks by Zapieror swap with your favorite app
5.Creates CRM lead record
Integrate Webhooks by Zapier and CRM lead endpoints to POST lead data, including name, email, program interest, and UTM fields.
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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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