1.Catch hook and parse leads
Integrate Webhooks by Zapier and analytics tools to parse the lead payload and map core fields for consistent CRM input.
Create qualified lead records from inbound web leads
Automatically catch inbound web lead submissions across Webhooks by Zapier and Formatter by Zapier. Create and update lead records in Salesforce and notify sales in Slack when new web submission, leads array received, or submission payload arrivesβso you can route follow-up without manual lead entry.
How this automation speeds up qualified lead follow-up
When inbound leads arrive without a consistent process, reps lose speed and qualified opportunities stall. This automation catches web submissions, normalizes fields, upserts Salesforce lead records, and notifies sales in Slackβso your team can act same day.
Webhooks by Zapieror swap with your favorite app
2.Normalize phone and names
Integrate Formatter by Zapier and data formatting tools to standardize phone numbers and clean name and company text.
Formatter by Zapieror swap with your favorite app
3.Upsert lead by email
Integrate Salesforce and CRM tools to find matching records by email and create or update lead fields.
Salesforceor swap with your favorite app
4.Notify sales queue in Slack
Integrate Slack and team messaging tools to send a submission ID and CRM link for immediate rep action.
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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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!)
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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