1.Detect new form submissions
Integrate Paperform, form capture tools, and signup workflows to detect new submissions and start the lead and registration flow.
Create CRM lead and registration record from signup
Automatically catch new signup submissions in Paperform and normalize the canonical email across Paperform, Zapier Tables, Zendesk Sell, and Microsoft Exchange and Slack. Create and update CRM leads and registration records and alert sales for fast follow-up without manual data entry.
How this automation accelerates your follow-up
When a new Paperform submission arrives, leads can stall and registrations get missed if someone has to process everything manually. This automation normalizes email, creates registration records, and updates or creates CRM leads and then alerts salesβso your team can follow up quickly.
Paperformor swap with your favorite app
2.Normalizes canonical email
Integrate Formatter by Zapier and data cleanup tools to normalize multiple email fields into one canonical email.
Formatter by Zapieror swap with your favorite app
3.Creates registration row
Integrate Zapier Tables, table management tools, and data mapping to create a registration record with submission details.
Zapier Tablesor swap with your favorite app
4.Finds contact by email
Integrate Zendesk Sell and contact search tools to search contacts by canonical email and detect no match.
Zendesk Sellor swap with your favorite app
5.Creates or updates lead
Integrate Zendesk Sell, CRM field mapping tools, and lead record updates to create a new lead or update existing fields.
6.Alerts sales with summary
Integrate Microsoft Exchange and Slack and messaging tools to notify sales and post a concise channel summary for quick follow-up.
Microsoft Exchangeor swap with your favorite app
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Explore all contact management automations
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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