1.Catch new form submission
Integrate Webhooks by Zapier, form payload parsing, and field mapping to extract submission data and received context.
Create new lead row and notify advisors instantly
Automatically capture form submissions across Webhooks by Zapier and analytics by mapping payload fields into your lead flow. Create and update when new form submission, phone number present, or qualifying submissionβso you can create lead rows, notify advisors, and forward lead payloads without manual follow-up.
How this automation creates instant advisor visibility
When new form submissions come in, leads can wait while advisors scramble to copy details and reach out. This automation catches form payloads, creates lead rows, and notifies advisors and forwards lead dataβso your team can respond fast with consistent scheduling info.
Webhooks by Zapieror swap with your favorite app
2.Create spreadsheet row
Integrate Google Sheets and spreadsheet mapping to create a new lead row from form fields and tracking values.
Google Sheetsor swap with your favorite app
3.Send email to advisors
Integrate Gmail and email templating to send an advisor email with mapped contact details and referral context.
Gmailor swap with your favorite app
4.Send SMS notification
Integrate SMS by Zapier and text messaging to send an SMS using mapped phone and name fields when available.
SMS by Zapieror swap with your favorite app
5.Post lead payload
Integrate Webhooks by Zapier and API forwarding to post the mapped lead payload to your service platform endpoint.
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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!)
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David Laderberg, VP of Sales
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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
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Jacob Sirrs, Marketing Operations Specialist
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