1.Catches new form submission
Integrate Unbounce and lead tracking tools to detect new form submission events and start lead qualification.
When new PPC form submissions come in, delays can cause missed opportunities and slow qualification. This automation creates tracker rows, enriches leads, creates Salesforce leads, and sends qualification emailsβso your team can follow up faster.
Integrate Unbounce and lead tracking tools to detect new form submission events and start lead qualification.
Integrate Google Sheets and reporting systems to map submission details and to centralize lead entry data.
Integrate Zapier Tables and analytics tools to look up estimated net worth for enrichment when available.
Integrate Salesforce and CRM workflows to create lead records with campaign context and net worth fields.
Integrate Gmail and task workflows to send ops and sales alerts with qualification details for fast action.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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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
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.