1.Captures new form submission
Integrate Zapier Forms and CRM intake tools to map submission fields to lead data for quick qualification.
Create qualified lead record from social lead form
Automatically capture new form submission data across Zapier Forms, Follow Up Boss, Zapier Tables, and Gmail. Create qualified lead records, look up matching property details, and send tailored follow-up emails when new submission arrives, email is included, or phone is includedβso you can create records, enrich context, and reach prospects without manual follow-up.
How this automation qualifies your social leads
When form submissions arrive, delays can cause missed outreach opportunities and messy CRM records. This automation captures submission data, creates and enriches contact records, and sends follow-up emailsβso your team can act immediately.
Zapier Formsor swap with your favorite app
2.Creates contact record
Integrate Follow Up Boss and CRM field mapping tools to create a contact, set stage, and add lead tags.
Follow Up Bossor swap with your favorite app
3.Finds matching property
Integrate Zapier Tables and data lookup tools to search the property table and retrieve a property link when available.
Zapier Tablesor swap with your favorite app
4.Sends tailored follow-up
Integrate Gmail and email templating tools to send a follow-up message with the property link when present.
Gmailor 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.
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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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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