1.Captures new lead form entry
Integrate Google Ads and lead capture fields to map submission data for lead creation and dedupe preparation.
Create deduplicated CRM leads from ad form submissions
Automatically capture new lead form entries across Google Ads and marketing tools. Create deduplicated CRM leads and send confirmations when lead form entry arrives, phone details update, or email is submittedβso you can format contact data, avoid duplicates, and follow up without manual data cleanup.
How this automation creates deduplicated CRM leads
When new lead form entries come in, unverified duplicates and messy contact data slow down outreach. This automation captures submissions, formats phone numbers, checks Zoho CRM for matches or creates leads or cases, and sends a confirmation emailβso your team can follow up faster.
Google Adsor swap with your favorite app
2.Formats the phone number
Integrate Formatter by Zapier and phone normalization tools to standardize the raw phone field for lookups.
Formatter by Zapieror swap with your favorite app
3.Finds matching record(s)
Integrate Zoho CRM and CRM search tools to find leads by formatted phone and email, then filter qualifying matches.
Zoho CRMor swap with your favorite app
4.Creates lead or case
Integrate Zoho CRM and CRM record tools to create a new lead when no match is found or create a linked case.
5.Sends thank-you email
Integrate Microsoft Office 365 and email templates to send a confirmation message to the submitter and personalize it with first name.
Microsoft Office 365or swap with your favorite app
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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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