1.Detects new lead in Arbox
Integrate Arbox, lead capture tools, and CRM entry points to detect a new lead and start contact creation.
Create contact from new lead for sales reps
Automatically capture new lead signals across Arbox and sales contact tools. Create and update when no matching contact is foundβso you can prevent duplicates, normalize phone numbers, and onboard reps without manual reporting.
How this automation creates clean contact records for sales
When new leads appear in Arbox, delays can slow first outreach and cause duplicate contacts. This automation finds matches, filters duplicates, normalizes phone numbers, and creates contact recordsβso your team can reach leads faster.
Arboxor swap with your favorite app
2.Finds contact by email or phone
Integrate Google Contacts, contact search tools, and email matching to find existing contacts by email and phone.
Google Contactsor swap with your favorite app
3.Filters out matched contacts
Integrate Filter by Zapier, deduping rules, and workflow conditions to continue only when no match is found.
Filter by Zapieror swap with your favorite app
4.Normalizes phone numbers
Integrate Formatter by Zapier, phone normalization tools, and data mapping to convert the source phone into a formatted value.
Formatter by Zapieror swap with your favorite app
5.Creates the new contact
Integrate Google Contacts, contact records, and field mapping to create a contact with name, email, and formatted phone.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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