1.Captures new form entry
Integrate WPForms and form submission inputs to detect new booking submissions and trigger lead creation.
Create new lead card and contact from booking
Automatically monitor WPForms new form entry submissions across Trello, Google Contacts, Mailchimp, Wave then Limo Anywhere, and Formatter by Zapier. Create and update lead records when booking form details are submitted, transfer requests are received, or new entries arriveβso you can capture leads, enrich contacts, and add subscribers without manual lead entry.
How this automation turns bookings into lead cards
When new WPForms form entries arrive, leads can stall before teams contact them. This automation creates Trello lead cards and enriches contacts and subscribersβso your team can act quickly.
WPFormsor swap with your favorite app
2.Creates lead card
Integrate Trello and board workflows to create a prioritized lead card with submitter details and a mapped due date.
Trelloor swap with your favorite app
3.Formats submitted phone
Integrate Formatter by Zapier and data normalization tools to format the submitted phone into a normalized value for downstream use.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Google Contacts and contact profiles to find by email, then update or create the lead contact fields.
Google Contactsor swap with your favorite app
5.Adds or updates subscriber
Integrate Mailchimp and marketing lists to add the email subscriber and map merge fields for follow-up.
Mailchimpor swap with your favorite app
6.Records customer and account
Integrate Wave then Limo Anywhere and booking systems to create customer and booking accounts with phone and confirmation settings.
Waveor 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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