1.Detect new form entry
Integrate WPForms and web form inputs to detect each new request submission to start lead creation.
Create qualified CRM leads from website request forms fast
Automatically watch new form entry submissions across WPForms, formatter utilities, and CRM apps. Create and enrich lead records when new request form entries, urgent requests submitted, or referrals addedβso you can route address mapping, normalize fields, and create Salesforce leads without manual lead entry.
How this automation creates CRM-ready leads fast
When new request form entries arrive, missed or messy details can slow outreach and handoffs. This automation transforms fields and routes address matches, then creates qualified leads in Salesforceβso your team can act immediately.
WPFormsor swap with your favorite app
2.Normalize lead fields
Integrate Formatter by Zapier and data mapping tools to normalize form fields and convert them into CRM-ready values.
Formatter by Zapieror swap with your favorite app
3.Route by address match
Integrate Paths by Zapier and workflow branching tools to route leads when mailing and service addresses match or differ.
Paths by Zapieror swap with your favorite app
4.Create lead with service address
Integrate Salesforce and CRM lead records to create a lead using service address fields for dispatch context.
Salesforceor swap with your favorite app
5.Create lead with mailing address
Integrate Salesforce and CRM lead records to create a lead using mailing address fields and copy service details.
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.
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Explore all lead generation automations
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!)
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Rishi Shah, CEO and Co-Founder
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