1.Detects button click on lead
Integrate Zapier Tables to detect a lead record button click and trigger the intake workflow with the lead data.
Create new client record, contact and intake packet
Automatically turn lead button clicks into parsed client names across Zapier Tables and contact tools. Create and update when contact creation, client records, intake PDF generation, and folder uploads runβso you can reduce paperwork and file intake packets without manual follow-up.
How this automation speeds up intake packets
When lead button clicks start without a complete client file, intake processing slows and misfiling risks rise. This automation parses names, creates contact and client records, generates a PDF, and uploads it to Driveβso your team files accurately without manual paperwork.
Zapier Tablesor swap with your favorite app
2.Parses lead name string
Integrate Code by Zapier and scripting tools to split the lead name into first and last name fields for the workflow.
Code by Zapieror swap with your favorite app
3.Creates contact in Google Contacts
Integrate Google Contacts and contact databases to create a contact using parsed first and last name, email, and phone.
Google Contactsor swap with your favorite app
4.Creates client record in Zapier Tables
Integrate Zapier Tables to create a client record, map submission fields, link the contact, and set pending intake status.
5.Generates intake document PDF
Integrate Docupilot and document generation tools to produce an intake and authorization PDF from client and case details.
Docupilotor swap with your favorite app
6.Creates folder and uploads PDF
Integrate Google Drive and file storage tools to create a client folder and upload the generated intake PDF.
Google Driveor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Typeform, Email by Zapier, GleantapSwap with your favorite apps.
Add 7-day trial signups to CRM and notify team
Your 7-day trial signups from the form aren't recorded centrally, causing delayed nurture and missed booking windows. Get contacts added and team alerted so you can begin outreach the same day.
- Apps: Shopify, Zapier Tables, HubSpotSwap with your favorite apps.
Add abandoned cart shoppers to CRM contact list
Your abandoned carts often lack reliable shopper contact details, leaving recovery efforts unfocused and revenue at risk. Capture those shoppers into CRM for same-day outreach.
- Apps: vivenu, Filter by Zapier, Storage by Zapier, Formatter by Zapier, HubSpotSwap with your favorite apps.
Add abandoned checkout details to contact record for events
Your ticket checkout abandons lack attendee and event context, leaving reps unable to recover lost purchases. Attach event name, date, and link to the contact so recovery outreach happens same day.
- Apps: Webhooks by Zapier, Pipedrive, Filter by Zapier, SlackSwap with your favorite apps.
Add accepted lead to CRM and alert sales
Your accepted campaign signups often lack phone context, leaving reps unable to call and prioritize warm prospects. Add the contact to CRM and alert sales so calls happen same day.
- Apps: HeyReach, LeadConnectorSwap with your favorite apps.
Add accepted outreach contacts to CRM contact list
You miss accepted social outreach contacts in your intake, leaving reps without context and slowing follow-up. The contact is added and routed to sales for follow-up within minutes.
- Apps: HeyReach, Filter by Zapier, Email by Zapier, HubSpotSwap with your favorite apps.
Add accepted outreach responders to CRM with note
Accepted outreach responses sit outside your CRM and leave reps without contact records or context. Create or update contacts with an internal engagement note so reps can follow up same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Google Sheets, Microsoft Office 365, HubSpotSwap with your favorite apps.
Add accepted professional connections to CRM and sheets
Your accepted connections arrive without structured contact records or notes, causing outreach gaps and messy reporting. Capture and centralize profiles so reps act on leads same day.
- Apps: Ignition, Formatter by Zapier, LeadConnectorSwap with your favorite apps.
Add accepted proposals to client contact records automatically
Your accepted proposals sit outside your contact system and delay onboarding and invoicing. It captures accepted engagements into your contact list so billing and onboarding can start same day.
- Apps: HeyReach, Filter by Zapier, Formatter by Zapier, LeadConnectorSwap with your favorite apps.
Add accepted social connections into CRM contacts list
Your social connection acceptances fail to enter CRM, leaving reps without context and delaying first outreach. Add and enrich contacts so reps can engage immediately and qualify leads same day.
- Apps: Gmail, Filter by Zapier, Webhooks by ZapierSwap with your favorite apps.
Add accepting inbox senders to contact intake pipeline
Your inbound acceptance emails lack structured contact records, scattering follow-up context across threads. Add those senders into your intake so campaign and support staff can follow up same day.
- Apps: QuickBooks Online, Filter by Zapier, HubSpotSwap with your favorite apps.
Add accounting customer ID to CRM contact record
You lose time when QuickBooks customers lack CRM links, leaving invoices and client files disconnected. This links accounting IDs to contact records so billing and intake reconcile before invoicing.
- Apps: SurveyMonkey, Formatter by Zapier, HubSpotSwap with your favorite apps.
Add accredited partner survey responses to CRM contacts
Your partner accreditation survey responses lack CRM context and require manual lookups. Adds or updates partner contacts so program managers can start outreach same day.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.