1.Monitors new lead submission
Integrate Onepage and form submission inputs to capture landing page signups and pass payloads to enrichment and duplicate checks.
Create vetted CRM lead from landing page signup
Automatically monitor new lead submission from Onepage across Onepage, Close, ChatGPT (OpenAI), and Slack. Create and update when no match is found, enrichment summary is generated, or duplicates are flaggedβso you can create CRM leads, notify reps, and save enrichment notes without manual follow-up.
How this automation vets leads your sales queue can trust
When new lead submission happens on Onepage, delays can cost speed to lead and inflate duplicate records. This automation finds existing leads, enriches each submission with a research summary, creates new CRM leads, and posts the resultβso your team can act fast on qualified signups.
Onepageor swap with your favorite app
2.Finds matching CRM lead
Integrate Close and CRM search tools to search by website or email and identify duplicate matches or no match results.
Closeor swap with your favorite app
3.Summarizes and enriches lead
Integrate ChatGPT (OpenAI) and enrichment workflows to generate a compact company description and role and size inferences.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates CRM lead record
Integrate Close and CRM record creation to create a new lead on no match and store enrichment and confidence fields.
5.Posts lead summary for reps
Integrate Slack and team notification tools to post the lead summary, duplicate check outcome, and CRM link for fast follow-up.
Slackor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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