1.Detect new form submission
Integrate Jotform and form submission workflows to capture respondent details to initiate lead intake.
Create new qualified lead from mailing form submissions
Automatically monitor Jotform new submissions across Jotform, ChatGPT (OpenAI), Airtable, URL Shortener by Zapier, and Microsoft Outlook. Create and update when submissions include usable contact details, phone values need normalization, or a new deal intake is requiredβso you can standardize phones, create contacts and deals, and send follow-up emails without manual data entry.
How this automation accelerates qualified lead follow-up
When new Jotform submissions arrive, manual cleanup delays outreach and qualified leads can slip away. This automation normalizes phone data, creates contact and deal records, and emails respondents with a shortened follow-up linkβso your team can respond without manual data entry.
Jotformor swap with your favorite app
2.Normalizes phone numbers
Integrate ChatGPT (OpenAI) and data formatting tools to standardize phone answers for downstream contact fields.
ChatGPT (OpenAI)or swap with your favorite app
3.Finds or creates contacts
Integrate Airtable and contact enrichment tools to find by email or create a new contact with standardized phone.
Airtableor swap with your favorite app
4.Creates deal record in deals
Integrate Airtable and pipeline intake tools to create a deal with the configured stage, source, and title.
5.Shortens follow-up link
Integrate URL Shortener by Zapier and invitation link tools to shorten a follow-up URL with the new deal ID.
URL Shortener by Zapieror swap with your favorite app
6.Sends email to respondent
Integrate Microsoft Outlook and email delivery tools to send the project invitation email with the shortened URL.
Microsoft Outlookor 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
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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
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