1.Captures new form submission payload
Integrate Unbounce and landing page forms to map submission fields into lead-ready inputs.
Create and route new campaign leads to CRM
Automatically monitor Unbounce new form submissions across landing pages. Create and update CRM leads and route call routing queues when new form submission, lead submits UTMs, or landing form completesβso you can enrich city state, assign owners, and notify outreach without manual lead routing.
How this automation accelerates lead routing to CRM owners
When Unbounce submissions arrive without clean fields, routing delays can cost response time. This automation captures form data, normalizes and enriches lead details, upserts CRM records, and notifies call routingβso your team can respond faster.
Unbounceor swap with your favorite app
2.Parses and normalizes lead fields
Integrate Formatter by Zapier and data transformation tools to split names, trim fields, and format phones to E.164-style digits.
Formatter by Zapieror swap with your favorite app
3.Looks up territory and appends a row
Integrate Google Sheets and territory lookup sheets to derive city and state and append a master lead row.
Google Sheetsor swap with your favorite app
4.Upserts lead record by phone
Integrate Zoho CRM and CRM workflows to upsert a lead and set status and source from landing attribution.
Zoho CRMor swap with your favorite app
5.Creates or updates Dynamics lead
Integrate Microsoft Dynamics 365 CRM and CRM ownership mapping to assign the lead to the configured campaign owner.
Microsoft Dynamics 365 CRMor swap with your favorite app
6.Posts lead to call routing endpoint
Integrate Webhooks by Zapier and telephony queue routing to post the lead for outreach orchestration.
Webhooks by Zapieror 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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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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