1.Receives new form submission
Integrate Unbounce and form intake tools to capture submission fields and map them to CRM contact and company data.
Create qualified CRM lead from website sales inquiry
Automatically capture new form submissions across Unbounce and map them into CRM-ready lead fields. Create and enrich leads when product selection, license tier, and country are submittedβso you can create records, standardize data, and route to the right owner without manual intake.
How this automation creates qualified CRM leads
When new form submissions arrive, manual triage can delay response time and weaken lead quality. This automation formats inquiry fields and enriches country data, so your team can create qualified CRM leads quickly.
Unbounceor swap with your favorite app
2.Transforms product and license fields
Integrate Formatter by Zapier and lookup tables to map product selections to product codes and convert license tiers.
Formatter by Zapieror swap with your favorite app
3.Formats submission date and time
Integrate Formatter by Zapier and date-time tools to format the submission timestamp into separate date and time fields.
4.Finds country entity record
Integrate Microsoft Dynamics 365 CRM and CRM lookup tools to search the country entity by name and return the record identifier.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Creates qualified CRM lead
Integrate Microsoft Dynamics 365 CRM and CRM record tools to create or match leads with normalized fields and assign regional ownership.
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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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