1.Detect new form submission
Integrate ConvertKit and form capture tools to detect new form submission and start lead follow-up routing.
Create lead, notify team, and assign follow-up task
Automatically detect new form submissions across ConvertKit and route lead records into your lead workflow. Create and update follow-up tasks, alert owners by SMS, and log referrer metadataβso you can avoid manual follow-up.
How this automation accelerates lead follow-up
When a new form submission (form hook) arrives, leads can sit uncontacted while humans triage and assign follow-up. This automation creates contacts, adds leads to nurture, alerts on-call, and logs trackingβso your team can follow up fast.
Kitor swap with your favorite app
2.Creates contact with referrer note
Integrate Google Contacts and data mapping to create a contact and add submission details and referrer metadata.
Google Contactsor swap with your favorite app
3.Adds contact to list and SMS automation
Integrate ActiveCampaign and marketing automation to add the contact to a configured marketing list and SMS nurture automation.
ActiveCampaignor swap with your favorite app
4.Sends immediate SMS alert
Integrate SMS by Zapier and messaging tools to send an immediate SMS alert with contact name and phone context.
SMS by Zapieror swap with your favorite app
5.Appends tracking row
Integrate Google Sheets and reporting tools to append a tracking row for timestamps, referrer metadata, and lead fields.
Google Sheetsor swap with your favorite app
6.Creates follow-up task from template
Integrate Asana and task templates to create a follow-up task, assign an owner, and include the contact reference.
Asanaor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
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