1.Detects new conversion lead
Integrate WhatConverts, lead tracking tools, and attribution data to trigger on new conversions and pass lead payloads to your workflow.
Create CRM leads from tracked marketing conversions instantly
Automatically monitor new leads in WhatConverts across lead routing and formatting tools. Create and update when conversion recorded, form submitted, or appointment bookedβso you can normalize contact data, populate CRM lead fields, and trigger sales follow-up without manual lead entry.
How this automation creates CRM leads
When new conversions are recorded but leads are not created immediately, pipeline stalls and follow-up gets delayed. This automation captures new leads, normalizes contact fields, and creates or updates CRM recordsβso your team can reach prospects fast.
WhatConvertsor swap with your favorite app
2.Normalizes contact data
Integrate Formatter by Zapier, data cleaning tools, and field mapping systems to format phone numbers, standardize names, and normalize email casing.
Formatter by Zapieror swap with your favorite app
3.Creates or updates CRM lead
Integrate LeadConnector, CRM lead lists, and attribution field mapping to add or update contacts and record lead notes instantly.
LeadConnectoror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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