1.Starts sub-zap on form submission
Integrate Sub-Zap by Zapier to receive the form payload and canonicalize inputs for lead mapping.
Create or update CRM lead from web leads
Automatically start a sub-zap call on form submission across Sub-Zap by Zapier. Create and update CRM leads and subscribers when lead details arriveβso you can convert inquiries fast without manual list updates.
How this automation creates CRM lead records from web leads
When form submissions arrive, delays can leave high intent inquiries untracked in your pipeline. This automation receives payloads, finds or creates Salesforce leads, creates related events, and updates Campaign Monitor subscribersβso your team can nurture faster and stay organized.
Sub-Zap by Zapieror swap with your favorite app
2.Searches lead by email
Integrate Salesforce to search for a lead by email and return the matching record id.
Salesforceor swap with your favorite app
3.Normalizes labels and dates
Integrate Formatter by Zapier to normalize values and dates and prepare fields for CRM creation.
Formatter by Zapieror swap with your favorite app
4.Creates or updates the lead
Integrate Salesforce to create or update the lead with mapped contact, project, and notes fields.
5.Creates event tied to lead
Integrate Salesforce to create an event tied to the lead and attach project context.
6.Finds or creates subscriber
Integrate Campaign Monitor to find or create a subscriber in the project list for nurture tracking.
Campaign Monitoror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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