1.Detect new submission
Integrate 123FormBuilder and form intake tools to trigger onboarding processing from a new submission.
Update onboarding and create client from form submission
Automatically monitor new submission data across 123FormBuilder, Close, Credit Repair Cloud, and Slack. Create and update when form submissions arrive, phone matches an existing lead, or email matches an existing contactβso you can update lead records, create client profiles, and notify intake teams without manual data entry.
How this automation converts form leads into clients
When new onboarding submissions arrive, intake can stall and lead data can go missing. This automation finds or updates the lead, creates the client record, and posts a Slack messageβso your team can start onboarding immediately.
123FormBuilderor swap with your favorite app
2.Find existing lead by phone and email
Integrate Close and CRM lookup tools to search leads and contacts and match by phone and email.
Closeor swap with your favorite app
3.Pause for 2 minutes
Integrate Delay by Zapier and workflow timing tools to pause before updating lead and contact records.
Delay by Zapieror swap with your favorite app
4.Update lead and contact
Integrate Close to update lead status, refresh contact profile fields, and append an intake note.
5.Create client record
Integrate Credit Repair Cloud and secure memo storage to create a client record with a private client note.
Credit Repair Cloudor swap with your favorite app
6.Send team channel message
Integrate Slack and team messaging tools to post lead details and a submission link for intake action.
Slackor swap with your favorite app
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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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