1.Monitor new form submissions
Integrate WPForms and form capture tools to capture submission payloads for CRM-ready prospect records.
Create CRM-ready lead from website form entries for sales
Automatically detect new form entries across WPForms. Create and update CRM-ready leads when submissions come in, emails are present, or phone numbers are capturedβso you can create prospect records, normalize contact fields, and forward data without manual data entry.
How this automation creates CRM-ready leads
When new form entries arrive, leads can stall without clean fields and timely CRM capture. This automation normalizes phone data and maps form fields into a CRM POST requestβso your team can follow up faster.
WPFormsor swap with your favorite app
2.Normalizes phone numbers
Integrate Formatter by Zapier and data normalization tools to normalize phone numbers to E.164 and map to contact phone.
Formatter by Zapieror swap with your favorite app
3.Posts lead data to CRM endpoint
Integrate Webhooks by Zapier and CRM endpoint routing tools to POST mapped lead fields and constants for CRM record creation.
Webhooks by Zapieror 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.
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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