1.Monitors new referral submissions
Integrate Formstack and lead forms to detect new distributor referral submissions for routing qualified intake to Zapier.
Create distributor referral leads in CRM for field reps
Automatically monitor new distributor referral form submissions across Formstack and Zapier. Create and update prioritized CRM leads when qualifying submissions come in, duplicates are excluded, or referral details are parsedβso you can speed follow-up, enrich lead fields, and avoid manual lead entry.
How this automation creates prioritized distributor leads
When distributor referrals arrive through forms, delays and duplicate records can slow regional follow-up. This automation filters qualifying submissions, parses referral details, and creates prioritized leads in Zendesk Sellβso your team can reach out faster.
Formstackor swap with your favorite app
2.Continues only for qualifying submissions
Integrate Filter by Zapier and deduplication rules to exclude internal or partner domains and skip duplicates.
Filter by Zapieror swap with your favorite app
3.Parses and splits referral details
Integrate Formatter by Zapier and data parsing tools to split names and address lines into mapped fields.
Formatter by Zapieror swap with your favorite app
4.Creates prioritized lead in CRM
Integrate Zendesk Sell and CRM record fields to create the lead, set owner, add source tag, and store details.
Zendesk Sellor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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