1.Detects new form submission
Integrate Unbounce, lead capture forms, and web form fields to trigger CRM contact creation and updates.
Create or update CRM contact from landing leads
Automatically capture landing lead submissions from Unbounce across Salesforce. Create and update CRM contacts when new form submission arrives, email is present, or phone is presentβso you can route leads, enrich records, and respond without manual data entry.
How this automation creates CRM contacts fast
When new form submissions land in Unbounce, reps can waste time searching and double entering lead details. This automation finds matching Salesforce contacts and creates or updates contacts with ownership contextβso your team can act while intent is fresh.
Unbounceor swap with your favorite app
2.Finds contact by email or phone
Integrate Salesforce, CRM search tools, and data matching rules to find existing contacts by email or phone.
Salesforceor swap with your favorite app
3.Updates contact when found
Integrate Salesforce, CRM field mapping, and assignment rules to update contact details and ownership-interest fields.
4.Creates contact when no match
Integrate Salesforce, CRM record creation, and assignment rules to create new contacts with submission and ownership context.
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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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