1.Captures new form submission
Integrate Staatic and data mapping to capture submission payload and map source fields to generic lead fields.
Create or update CRM leads from website forms
Automatically capture new form submissions across Staatic and Salesforce. Create and update when qualified submissions include territory requests, prospectus downloads, or general inquiriesβso you can set lead origin fields, create or update CRM leads, and route requests for faster follow-up without manual lead entry.
How this automation updates your CRM leads fast
When new form submissions arrive, delays can stall lead follow-up and lose high intent inquiries. This automation maps submission fields and enriches lead origin, then creates or updates Salesforce lead recordsβso your team can respond quickly.
Staaticor swap with your favorite app
2.Looks up form name origin
Integrate Formatter by Zapier and enrichment tools to lookup form name values and produce Lead Origin and Secondary Origin fields.
Formatter by Zapieror swap with your favorite app
3.Branches for qualifying form types
Integrate Filter by Zapier and routing rules to branch for territory requests, prospectus downloads, and general inquiries.
Filter by Zapieror swap with your favorite app
4.Upserts lead by email
Integrate Salesforce and CRM data matching to find by query and create or update leads by email and lead source.
Salesforceor 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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