1.Detect new form submission
Integrate Instapage and form capture tools to catch each new lead submission and start intake routing.
Log and route new lead form submissions to intake
Automatically monitor new form submissions across Instapage and deliver lead intake outcomes across Google Sheets, Mailgun, and Webhooks by Zapier. Create spreadsheet rows, send submitter confirmations, and alert contacts when email is present or notify triage fastβso you can skip manual routing, reduce delays, and avoid missed follow-up.
How this automation routes new leads to the right follow-up
When new form submissions arrive, delays can stall triage and follow-up. This automation filters eligibility, creates intake records, emails submitters, and posts lead dataβso your team can respond faster.
Instapageor swap with your favorite app
2.Stops for disqualified records
Integrate Filter by Zapier and qualification rules to continue only for eligible leads and stop disqualified entries.
Filter by Zapieror swap with your favorite app
3.Creates intake spreadsheet row
Integrate Google Sheets and data mapping to create a row in your intake worksheet for lead fields.
Google Sheetsor swap with your favorite app
4.Sends transactional submitter email
Integrate Mailgun and email templates to send a confirmation message to the submitter with next steps.
Mailgunor swap with your favorite app
5.Alerts firm contacts for triage
Integrate Mailgun and stakeholder notifications to send alert emails with key lead details for follow-up.
6.Posts lead to CRM payload
Integrate Webhooks by Zapier and lead inbox tools to create or notify a lead record in your intake system.
Webhooks by Zapieror swap with your favorite app
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Explore all lead routing automations
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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