1.Monitors new form entries
Integrate WPForms and form tools to catch each new assessment submission and start lead creation.
Create or update lead from assessment submission in CRM
Automatically monitor new WPForms form entries across WPForms and Salesforce. Create and update when submissions include new email, missing email, or assessment answersβso you can find leads, create CRM records, and refresh lead fields without manual lead entry.
How this automation keeps your CRM leads current
When assessment submissions come in through WPForms, intake can fall behind and sales can miss fast follow-up. This automation catches new submissions, finds matching leads, and creates or updates Salesforce lead recordsβso your team can act immediately.
WPFormsor swap with your favorite app
2.Finds matching lead record
Integrate Salesforce and CRM search tools to look up an existing lead by email and then by name and company.
Salesforceor swap with your favorite app
3.Creates or updates lead
Integrate Salesforce and CRM field mapping tools to create a new lead or update assessment answers and requested context fields.
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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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