1.Captures new form submission
Integrate Ninja Forms to trigger lead intake when a clinic submission is captured.
Create or update CRM leads from clinic form submissions
Automatically process new clinic form submissions across Ninja Forms and Salesforce. Update and enrich lead records when new inquiry submitted, form submission received, or appointment request submittedβso you can format phone, qualify matches, and set re-engaged flags without manual paperwork.
How this automation speeds up CRM lead intake
When clinic form submissions arrive, delays can cause missed outreach and duplicate records. This automation processes submissions, formats phone values, then finds or creates and updates Salesforce lead recordsβso your team can respond fast.
Ninja Formsor swap with your favorite app
2.Standardizes phone to E164
Integrate Formatter by Zapier and phone formatting tools to validate and convert the phone field to a standardized value.
Formatter by Zapieror swap with your favorite app
3.Finds leads by email and phone
Integrate Salesforce and CRM search to look up leads by email first, then by formatted phone.
Salesforceor swap with your favorite app
4.Qualifies records with required fields
Integrate Filter by Zapier and data validation to continue only when required contact fields are present.
Filter by Zapieror swap with your favorite app
5.Creates or updates Salesforce lead
Integrate Salesforce and lead management to create new leads or update existing ones with a re-engaged flag.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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