1.Catches website form submission
Integrate Webhooks by Zapier and form payload mapping to receive the inquiry and route mapped fields to the workflow.
Create qualified deal and contact from website inquiry
Automatically catch website inquiry submissions across Webhooks by Zapier and Salesforce, plus Zapier Tables for product lookup. Create and update account and contact records, enrich product interest, and create qualified deals when website inquiry submitted, new inquiry payload received, or form submission capturedβso you can prevent manual lead entry, speed up sales follow-up, and keep pipeline records current.
How this automation creates qualified deal records
When website inquiries arrive, delayed entry can stall follow-up and hide high intent leads. This automation captures submissions, finds or creates account and contact records, enriches product interest, and creates qualified deal opportunitiesβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates account
Integrate Salesforce and CRM data to search by company name and create an account when no match is found.
Salesforceor swap with your favorite app
3.Finds or creates contact
Integrate Salesforce and contact matching to search by email and create a contact, linking it to the account.
4.Looks up product reference
Integrate Zapier Tables and lookup data to query by product name and retrieve SKU mapping and estimated value.
Zapier Tablesor swap with your favorite app
5.Creates deal opportunity record
Integrate Salesforce and opportunity tracking to create a qualified deal tied to the account and contact, with interest details.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
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
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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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