1.Captures new form submission
Integrate FunnelCockpit and form intake tools to capture submission fields and to centralize lead details.
Create qualified lead and follow-up task from form
Automatically capture new form submission details across FunnelCockpit, Close, ActiveCampaign, Slack, and Google Sheets. Create and update lead records, assign follow-up tasks, and notify your setter when form submissions arriveβso you can avoid manual follow-up.
How this automation qualifies your leads fast
When new form submissions arrive, leads can wait for manual routing and outreach delays. This automation captures submission data, creates follow-up tasks, and updates CRM and notificationsβso your team can start outreach quickly.
FunnelCockpitor swap with your favorite app
2.Finds or creates lead
Integrate Close and CRM field mapping to link name, email, and phone to lead and contact records.
Closeor swap with your favorite app
3.Creates follow-up task and note
Integrate Close and task tools to create a follow-up task and to add a submission summary note.
4.Flags weekend handling
Integrate Formatter by Zapier, ChatGPT (OpenAI), and date evaluation tools to output a weekend yes or no flag.
Formatter by Zapieror swap with your favorite app
5.Adds or updates contact
Integrate ActiveCampaign and marketing automation tools to add tags and update contact details from the form.
ActiveCampaignor swap with your favorite app
6.Posts lead summary to Slack
Integrate Slack and messaging tools to alert a channel with a lead summary and CRM link for weekday outreach.
Slackor 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.
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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.
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