1.Captures new appointment requests
Integrate Cognito Forms, and form capture tools, to map submission fields to standardized variables.
Create qualified lead and touchpoint from appointment form
Automatically monitor new appointment requests across Cognito Forms and Zapier apps. Create and update when appointments submitted, emails captured, or comments addedβso you can normalize contact data, update lead records, and save touchpoint notes without manual lead entry.
How this automation creates qualified leads fast
When appointment requests arrive with inconsistent formatting, follow-up slows down and qualified leads slip through. This automation captures entries, normalizes fields, looks up matches, and creates or updates leads with consent flags and touchpointsβso sales can act immediately.
Cognito Formsor swap with your favorite app
2.Normalizes submitted fields
Integrate Formatter by Zapier and data formatting tools to normalize email, names, and appointment dates.
Formatter by Zapieror swap with your favorite app
3.Parses consent list flags
Integrate Code by Zapier and consent logic rules to convert consent lists into boolean consent flags.
Code by Zapieror swap with your favorite app
4.Looks up leads by email
Integrate Webhooks by Zapier and lookup tools to query your CRM and capture the match result.
Webhooks by Zapieror swap with your favorite app
5.Creates or updates lead
Integrate Webhooks by Zapier and CRM record tools to POST new leads or PATCH existing leads with touchpoints.
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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
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.
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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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