1.Detects new lead event
Integrate WhatConverts and lead tracking tools to catch new lead events and route them into your contact workflow.
Add new tracking leads to sales contact list
Automatically capture new lead events across WhatConverts and LeadConnector. Create and update when form submissions land, calls connect, or chats convertβso you can qualify leads, standardize contact fields, and update your sales contact list without manual paperwork.
How this automation creates sales contact records
When new tracked conversion leads come in, delays can stall qualification. This automation captures new lead events, filters qualifying records, standardizes contact fields, and creates or updates contacts in your CRMβso your team can add leads same day.
WhatConvertsor swap with your favorite app
2.Filters for qualifying leads
Integrate Filter by Zapier and automation rules to continue only for leads that meet your configured qualification criteria.
Filter by Zapieror swap with your favorite app
3.Standardizes contact fields
Integrate Formatter by Zapier and data mapping tools to format phone, name, and email for consistent contact records.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate LeadConnector and CRM record management to add new contacts or update matched contacts by email and phone.
LeadConnectoror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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