1.Detect lead gen form response
Integrate LinkedIn Ads and form capture to trigger creation of downstream lead intake workflows from each new submission.
Create lead cards and send whitepaper emails to leads
Automatically create lead cards and whitepaper email outreach across LinkedIn Ads, Trello, Google Sheets, and Gmail. Create and update lead records when lead gen form responses come in, so you can personalize messages, track every intake, and follow up without manual paperwork.
How this automation accelerates whitepaper follow-up
When lead gen submissions go untracked, response time slips and outreach feels generic. This automation processes form submissions into intake cards, creates tracking rows, and sends whitepaper emailsβso your team can respond to leads right away.
LinkedIn Adsor swap with your favorite app
2.Generate formatted date output
Integrate Code by Zapier and automation tools to generate a formatted date so Trello cards and sheet rows stay consistent.
Code by Zapieror swap with your favorite app
3.Create intake card
Integrate Trello and task boards to create a new intake card, mapping lead name, email, phone, and campaign context.
Trelloor swap with your favorite app
4.Create spreadsheet row
Integrate Google Sheets and reporting tools to create a tracking row for each lead, including date, contact fields, and campaign context.
Google Sheetsor swap with your favorite app
5.Send whitepaper email
Integrate Gmail and email templates to send a personalized whitepaper email with the download link placeholder to the lead.
Gmailor swap with your favorite app
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Explore all lead generation automations
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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