1.Detects form submission created
Integrate Zapier Forms to capture submission data and extract core lead fields for CRM creation.
Create social lead records for intake and booking team
Automatically watch new social form submissions across Zapier Forms and route enriched lead details using Google Sheets lookups and Doktor365. Create and update treatment-group leads when forms submit, treatment interest matches, or new submissions arriveβso you can prioritize bookings, enrich records, and notify intake without manual data entry.
How this automation creates booking-ready leads
When social form submissions arrive without structured records, intake delays and bookings stall. This automation captures form fields and enriches them with a treatment-group lookup and lead creation in Doktor365βso your team can book faster.
Zapier Formsor swap with your favorite app
2.Extracts core lead fields
Integrate Zapier Forms and form automation tools to map submitted name, email, phone, and treatment interest values.
3.Looks up treatment-group id
Integrate Google Sheets and spreadsheet lookup tools to match treatment interest to a treatment-group identifier.
Google Sheetsor swap with your favorite app
4.Creates CRM lead record
Integrate Doktor365 and CRM lead processing to create a lead with source, language, and treatment-group mapping.
Doktor365or swap with your favorite app
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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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