1.Captures new form response
Integrate Heyflow and mapping fields to capture submission details to create a lead-ready contact payload.
Create sales-ready lead and deal from web form
Automatically monitor new form responses across Heyflow and Freshsales Suite. Create and update sales-ready contacts and deals when submissions come in, route by campaign source, and enrich recordsβso you can prioritize follow-up without manual data entry.
How this automation creates sales-ready leads and deals
When new web form responses arrive, leads can stall before sales knows which accounts to prioritize. This automation captures form submissions, routes by campaign source, and creates a matched CRM contact and a sales dealβso your team can respond faster.
Heyflowor swap with your favorite app
2.Routes by campaign source
Integrate Zapier and routing rules to route responses by campaign or source into the right lead source tag.
Email by Zapieror swap with your favorite app
3.Finds or creates matched contact
Integrate Freshsales Suite and CRM lookups to match by email and return the contact ID.
Freshsales Suiteor swap with your favorite app
4.Adds a short delay
Integrate Zapier and timing logic to pause briefly before creating the next sales record.
5.Creates sales deal from submission
Integrate Freshsales Suite to create a deal, attach the contact ID, and set pipeline and stage from your submission.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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