1.Captures new lead submission
Integrate Instapage and landing page form tools to capture each submission payload, landing page metadata, and contact info.
Create CRM contact and send ad attribution event
Automatically monitor new lead submissions across Instapage forms and sales CRM workflows. Create or update CRM contacts and send a lead_generated attribution event when submissions arrive, location matches, or attribution credits failβso you can act fast, keep territories accurate, and preserve campaign data without manual reporting.
How this automation creates CRM contacts with attribution
When new lead submissions come in, unverified contacts and missing campaign credit can delay sales and distort attribution. This automation captures form submissions, enriches records with location data, and sends attribution eventsβso your team can act on accurate contacts.
Instapageor swap with your favorite app
2.Looks up matching location
Integrate Zapier Tables and location mapping data to find the first matching location and derive territory or class values.
Zapier Tablesor swap with your favorite app
3.Creates or updates contact
Integrate Engage CRM and CRM data mapping to create or update contact records using mapped names, emails, and phone.
Engage CRMor swap with your favorite app
4.Sends lead_generated event
Integrate Cometly and campaign attribution tools to send a lead_generated event with contact identifiers and campaign metadata.
Cometlyor swap with your favorite app
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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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