1.Creates lead on new form submission
Integrate Unbounce and lead capture forms to detect new submissions and start lead enrichment.
Create lead and update SQL master record from landing page
Automatically monitor Unbounce form submissions across lead capture sources. Create and update master lead records when qualifying sources submitβso you can normalize phone, route follow-up, and report on ingestion without manual data entry.
How this automation enriches lead records and accelerates follow-up
When landing-page submissions arrive without consistent formatting, leads get missed and reporting lags. This automation formats and filters submissions, creates Follow Up Boss leads, and updates or inserts SQL Server master recordsβso your team can respond with clean lead data.
Unbounceor swap with your favorite app
2.Formats date and phone
Integrate Formatter by Zapier and data formatting tools to normalize phone and format timestamps.
Formatter by Zapieror swap with your favorite app
3.Filters by qualifying sources
Integrate Filter by Zapier and routing logic to continue only submissions from qualifying sources or campaigns.
Filter by Zapieror swap with your favorite app
4.Creates lead with mapped fields
Integrate Follow Up Boss and CRM fields to create leads and set lead stage and source for routing.
Follow Up Bossor swap with your favorite app
5.Finds and persists lead record
Integrate SQL Server and database queries to update matched master rows or insert new records.
SQL Serveror 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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