1.Detect form submission created
Integrate Zapier Forms and lead capture tools to watch for each new form submission created for lead routing.
Send new form leads to assigned sales inboxes
Automatically monitor form submissions across Zapier Forms and routing rules across Formatter by Zapier, Paths by Zapier, and Gmail. Create and send targeted emails when form submission created, business unit matches, or inbox selection criteria changesβso you can reach leads without manual lead distribution.
How this automation routes leads to the right inbox
When form submission created, delays can slow first outreach and reduce lead conversion. This automation captures submission context, formats and routes by business unit, and sends the right emailβso your team can contact leads fast.
Zapier Formsor swap with your favorite app
2.Normalize phone and fields
Integrate Formatter by Zapier and data formatting tools to format the phone and normalize key fields for outreach.
Formatter by Zapieror swap with your favorite app
3.Branch by business unit
Integrate Paths by Zapier and routing rules to evaluate the business unit and continue only for qualifying recipients.
Paths by Zapieror swap with your favorite app
4.Send lead email to recipient list
Integrate Gmail and email templates to send a targeted message to the configured recipient list for each branch.
Gmailor swap with your favorite app
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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.
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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