1.Detects new form submissions
Integrate ConvertFlow to catch new high-value submissions and map qualification fields to lead inputs.
Create scored leads from high-value form responses instantly
Automatically monitor new high-value form submissions across ConvertFlow and Zendesk Sell. Create and update scored CRM leads with priority routing, and delete the originating form contactβso you can prevent duplicates, assign ownership fast, and keep lead scores accurate without manual cleanup.
How this automation upserts scored leads with priority
When high-value submissions come in, delays can misroute high-intent leads and cause duplicate records. This automation captures form data, normalizes contacts, and creates or updates scored leads while removing the temporary contactβso your team can act on priority signals immediately.
ConvertFlowor swap with your favorite app
2.Normalizes contact information
Integrate Formatter by Zapier and data formatting tools to standardize email and phone and map submission fields to CRM-ready values.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Zendesk Sell and CRM search tools to look up existing contacts by email and decide whether to create a lead.
Zendesk Sellor swap with your favorite app
4.Creates or updates scored lead
Integrate Zendesk Sell to set lead owner, apply source and notes, and assign lead priority based on numeric score.
5.Deletes temporary form contact
Integrate ConvertFlow to remove the temporary form contact using the submission email to prevent duplicates.
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Prioritize high-intent leads with automated score updates, qualification rules, and rep alerts
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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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