1.Catch new form entry and map lead fields
Integrate WPForms and form capture tools to extract name parts and email, to map submission fields to lead columns.
Add webinar opt-ins to cadence and notify team
Automatically capture webinar opt-ins across WPForms, Google Sheets, Salesloft, and Slack. Create and update when opt-ins submit, emails match existing records, or cadences trigger membershipβso you can create lead rows, enroll people in cadence, and alert the team without manual data entry.
How this automation routes webinar leads faster
When webinar opt-ins land in WPForms, lead ownership can stall and outreach timing gets missed. This automation catches submissions, writes them to a spreadsheet, finds or creates people in Salesloft, adds them to cadence, and notifies your teamβso your pipeline moves quickly.
WPFormsor swap with your favorite app
2.Create spreadsheet row for new lead
Integrate Google Sheets and spreadsheet tools to add a new row, to map name parts to name columns and email to contact.
Google Sheetsor swap with your favorite app
3.Find or create person by email
Integrate Salesloft and CRM tools to find or create a person, to set person stage and store the mapped contact.
Salesloftor swap with your favorite app
4.Add person to configured cadence
Integrate Salesloft and cadence management tools to add a person to a cadence, to create cadence membership using IDs.
5.Send channel message with lead summary
Integrate Slack and team chat tools to post a concise lead summary, to notify your team channel for quick triage.
Slackor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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