1.Catches inbound lead submissions
Integrate Webhooks by Zapier and lead capture forms to trigger CRM data entry workflows for each incoming submission.
Add incoming leads to CRM and call assigned reps
Automatically catch inbound web lead submissions across Webhooks by Zapier, Google Sheets, EZ Texting, Callingly, and Keap. Create and update when lead submission arrives, phone included, or contact fields validateβso you can create contact records, add SMS contacts, and initiate call tasks without manual data entry.
How this automation adds leads to CRM fast
When inbound web lead submissions come in, manual data entry slows down first outreach and hurts lead conversion. This automation creates worksheet rows, adds SMS contacts, initiates call tasks, and updates Keap contact recordsβso your team can act quickly.
Webhooks by Zapieror swap with your favorite app
2.Creates spreadsheet row for lead
Integrate Google Sheets and reporting systems to map submission fields into a new worksheet row for audit-ready records.
Google Sheetsor swap with your favorite app
3.Creates messaging contact
Integrate EZ Texting and messaging group tools to create an SMS contact and add it to your configured follow-up group.
EZ Textingor swap with your favorite app
4.Calls lead with warm transfer
Integrate Callingly and call task tools to initiate a team call so reps get a warm transfer or callback task.
Callinglyor swap with your favorite app
5.Creates or updates CRM contact
Integrate Keap and CRM segmentation to create or update the contact record and apply lead tags for routing.
Keapor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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