1.Monitors new submission
Integrate Formstack and form submission filters to catch new website inquiries and trigger the lead intake workflow.
Create new client leads from website contact forms
Automatically monitor new website contact form submissions across Formstack and MyCase. Send confirmations and internal alerts, normalize referral sources, and create intake leads when a submission includes an email or phone so you can qualify faster without manual intake.
How this automation creates intake leads faster
When new website contact submissions pile up, delayed follow-up can reduce conversions and waste sales capacity. This automation filters valid submissions, normalizes referral source labels, creates MyCase lead records, and sends confirmation and intake notificationsβso your team can follow up immediately.
Formstackor swap with your favorite app
2.Filters for email or phone
Integrate Filter by Zapier, data validation tools, and spam criteria to continue only submissions with email or phone.
Filter by Zapieror swap with your favorite app
3.Normalizes referral source
Integrate AI by Zapier, referrer normalization tools, and source matching systems to map utm inputs to a trusted label.
AI by Zapieror swap with your favorite app
4.Creates lead with referral source
Integrate MyCase and lead intake databases to search referral sources and create a new lead record.
MyCaseor swap with your favorite app
5.Sends submission confirmation
Integrate Email by Zapier and autoresponder templates to email submitters with confirmation and next-step expectations.
Email by Zapieror swap with your favorite app
6.Notifies intake queue by email
Integrate Gmail and email routing tools to send an internal lead summary and a link to the new lead record.
Gmailor 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.
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