1.Captures new lead submission
Integrate LeadCapture.io Forms and CRM field mapping tools to standardize intake data and route it into your lead records.
When new lead submissions arrive, sales can lose speed without consistent CRM records and complete context. This automation captures form data, finds or creates and updates leads and opportunities, and provisions ActiveCampaign contacts—so your team can nurture at the peak of intent.
Integrate LeadCapture.io Forms and CRM field mapping tools to standardize intake data and route it into your lead records.
Integrate Close and contact matching tools to look up by email and phone, then to create a new lead when needed.
Integrate Close and pipeline tools to update submission details and create a linked opportunity in the configured stage.
Integrate ActiveCampaign and email marketing list tools to add the contact to the nurture list and apply intake tags.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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