1.Monitors new form submissions
Integrate Unbounce and form capture tools to detect new submissions and start intake routing.
Create intake record and alert owners for leads
Automatically monitor Unbounce form submissions across lead intake and routing systems. Create and update monthly intake records and notify owners when new submissions include state text, UTM parameters, or contact detailsβso you can enrich fields, attribute conversions, and alert the right team without manual spreadsheet routing.
How this automation accelerates lead routing for every submission
When Unbounce new form submissions come in, owners can miss fast-moving leads and attribution can break. This automation normalizes contact data and maps state and UTM fields, creates monthly intake rows, logs conversion events, and sends Slack, Gmail, and EZ Texting alertsβso your team can respond immediately.
Unbounceor swap with your favorite app
2.Normalizes contact data
Integrate Formatter by Zapier and data formatting tools to format phone, truncate messages, and map names to full fields.
Formatter by Zapieror swap with your favorite app
3.Enriches state and label
Integrate Zapier Tables and data enrichment tools to standardize state codes and return mapped state labels.
Zapier Tablesor swap with your favorite app
4.Creates monthly intake row
Integrate Google Sheets and spreadsheet automation tools to create or select a month-year worksheet and add a new row.
Google Sheetsor swap with your favorite app
5.Sends lead conversion event
Integrate Facebook Conversions and attribution tools to send lead events using email, phone, and UTM fields.
Facebook Conversionsor swap with your favorite app
6.Posts lead summary in Slack
Integrate Slack and notifications tools to post a lead summary with name, state, campaign, and message details.
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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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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