1.Detects new submission
Integrate Formstack and capture forms submissions to trigger lead creation workflows.
Create qualified CRM leads from form submissions instantly
Automatically monitor new form submissions in Formstack and enrich CRM leads across Salesforce and AI by Zapier. Send ops notifications when leads get created or updated, and route them into campaigns and outreach so you can cut manual follow-up without extra paperwork.
How this automation enriches your CRM leads
When form submissions pile up without a CRM update, leads stall and outreach loses timing. This automation enriches submission data, finds or creates Salesforce leads, and notifies operationsβso your team can contact every qualified lead fast.
Formstackor swap with your favorite app
2.Finds existing lead
Integrate Salesforce and CRM lookups to find matching leads by submission email and mapped name fields.
Salesforceor swap with your favorite app
3.Enriches company context
Integrate AI by Zapier and enrichment tools to generate plain text summaries and risk notes for the record.
AI by Zapieror swap with your favorite app
4.Creates new CRM lead
Integrate Salesforce and lead assignment tools to create leads with mapped fields, AI notes, and New status.
5.Adds lead to campaign
Integrate Salesforce and campaign tools to attach created leads to the configured campaign as Form Fill.
6.Sends ops notification email
Integrate Mailgun and email delivery tools to notify operations with lead summary and CRM reference for outreach.
Mailgunor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
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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
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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