1.Normalizes submission fields
Integrate Formatter by Zapier and data cleanup tools to format phone, trim text, and normalize UTMs to campaign fields.
Create leads from intake form submissions for campaigns
Automatically convert Fillout Forms new submissions across campaign intake, lead capture, and Salesforce lead management. Create and update lead records when submissions arrive, emails are present, or UTMs show upβso you can route new interest without manual paperwork.
How this automation scales your campaign leads
When new submissions come in through Fillout Forms, missed routing and duplicate records can slow follow up. This automation normalizes fields and updates Salesforce leadsβso your team can act on campaign intent immediately.
Formatter by Zapieror swap with your favorite app
2.Finds matching lead
Integrate Salesforce and CRM search tools to find a lead by email or company and continue only when matches fail.
Salesforceor swap with your favorite app
3.Creates or updates lead
Integrate Salesforce and assignment rules to create or update the lead, map fields, and route ownership automatically.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
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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