1.Detect new submission
Integrate Jotform and form capture tools to trigger the workflow from new intake submissions.
Create new lead records from intake form submissions
Automatically monitor new intake form submissions across Jotform, Formatter by Zapier, and Salesforce. Get instant lead normalization and deduplication when new intake submissions arrive, emails match, or phone numbers standardizeβso you can capture leads, prevent duplicates, and update records without manual lead entry.
How this automation captures new leads in CRM
When new intake form submissions arrive, manual lead entry gets delayed and duplicates slip through. This automation normalizes submission data and checks Salesforce for matches and creates leadsβso your team can route prospects faster.
Jotformor swap with your favorite app
2.Normalize submission values
Integrate Formatter by Zapier, data formatting tools, and phone normalization to standardize date and phone fields for mapping.
Formatter by Zapieror swap with your favorite app
3.Find matching lead or contact
Integrate Salesforce and CRM search to look up existing leads by email and return match indicators.
Salesforceor swap with your favorite app
4.Create lead when no match
Integrate Salesforce, CRM records, and field mapping to create new lead records and set lead source.
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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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