1.Detects form submission created
Integrate Zapier Forms and form processing tools to capture submission fields to create lead records.
Create new CRM lead and job from form
Automatically detect form submission created across Zapier Forms and JobNimbus. Automatically create and update CRM leads, assign reps, and post failure alertsβso you can avoid manual lead entry.
How this automation accelerates lead follow-through
When form submission created happens, delays in assigning reps and linking records can make leads go stale. This automation standardizes fields, looks up reps, creates contacts and jobs, and posts failure alertsβso your team can follow up immediately.
Zapier Formsor swap with your favorite app
2.Standardizes submission fields
Integrate Formatter by Zapier and data formatting tools to standardize date fields and normalize address fragments.
Formatter by Zapieror swap with your favorite app
3.Rotates and looks up sales rep
Integrate Storage by Zapier and routing logic to rotate a round robin key and retrieve the configured rep.
Storage by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate JobNimbus and contact management tools to search by email and create a contact when no match is found.
JobNimbusor swap with your favorite app
5.Creates job linked to contact
Integrate JobNimbus and record management tools to create a job from submission fields and attach the contact id.
6.Runs post-processing sub zap
Integrate Sub-Zap by Zapier and scheduling tools to pass contact and job ids into downstream workflows.
Sub-Zap by Zapieror 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.
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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