1.Captures new form submission
Integrate Zapier Forms and form routing tools to receive the submission and map submission fields to workflow inputs.
Create lead and touchpoint records from form submissions
Automatically monitor form submission created events across Zapier Forms and lead operations tools. Create and update when ownership details are missing, opt-ins are selected, or interest fields are chosenβso you can create CRM leads, update preferences, and log touchpoints without manual follow-up.
How this automation converts submissions into lead and touchpoint records
When a form submission is created, delays can break the lead pipeline and slow ownership follow-up. This automation formats fields and derives lead details, then checks and upserts CRM records and notifies operationsβso your team can follow up immediately.
Zapier Formsor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data transformation tools to normalize fields and format email and timestamps from submissions.
Formatter by Zapieror swap with your favorite app
3.Derives lead type and flags
Integrate Code by Zapier and business rules logic to derive lead type and Y and N flags from submission fields.
Code by Zapieror swap with your favorite app
4.Gets existing lead by email
Integrate Webhooks by Zapier and CRM lookup systems to query your CRM endpoint and match leads by email.
Webhooks by Zapieror swap with your favorite app
5.Creates or patches CRM records
Integrate Webhooks by Zapier and CRM record storage to create or patch lead records and post touchpoint details.
6.Emails operations with ownership alerts
Integrate Microsoft Outlook and internal notifications to send an ownership alert email when records are missing.
Microsoft Outlookor 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.
See how teams are automating with Zapier (and loving it!)
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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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