1.Captures new form submission
Integrate Zapier Forms and form processing to extract lead fields and map them to lead variables.
Create new CRM lead from client intake form
Automatically capture new form submissions across Zapier Forms and route them to your lead workflow. Create and update CRM leads when intake submissions include a new name, notes are added, or a source selection is madeβso you can create records, track intake entries, and normalize lead sources without manual data entry.
How this automation creates new CRM leads
When new intake submissions land in Zapier Forms, leads can sit unrecorded and source context can get lost. This automation captures submission details, updates intake tracking, normalizes the lead source, and creates Salesforce leadsβso your team can respond faster.
Zapier Formsor swap with your favorite app
2.Updates intake tracking record
Integrate Zapier Tables and database updates to link the submission ID and save the timestamped entry.
Zapier Tablesor swap with your favorite app
3.Looks up normalized lead source
Integrate Formatter by Zapier and lookup logic to translate the intake source selection into a normalized value.
Formatter by Zapieror swap with your favorite app
4.Creates Salesforce lead record
Integrate Salesforce and CRM record creation to create the lead with mapped fields, notes, and stage.
Salesforceor 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.
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.
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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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