1.Capture new form submission
Integrate Webflow and form handling tools to capture the incoming form payload and map it to company and contact fields.
Create CRM contact and company from web leads
Automatically capture new website form submissions across Webflow. Send owner notifications, format phone data, and create company and contact records across CRM toolsβso you can route leads quickly and reduce manual data entry.
How this automation accelerates CRM lead creation
When website leads arrive through form submissions, delays can slow follow-up and increase missed opportunities. This automation captures submissions, formats phone and postcode owner data, then creates linked company and contact records and notifies the ownerβso your team can respond fast.
Webflowor swap with your favorite app
2.Format phone number
Integrate Formatter by Zapier and phone normalization tools to validate and format the raw phone for configured region CRM use.
Formatter by Zapieror swap with your favorite app
3.Lookup owner by postcode
Integrate Zapier Tables and lookup tables to match the submitted postcode and return the assigned owner or business unit info.
Zapier Tablesor swap with your favorite app
4.Create company and contact
Integrate Teamleader Focus and CRM record tools to create the company, create the contact, and link them with owner assignment.
Teamleader Focusor swap with your favorite app
5.Notify owner by email
Integrate Brevo and email delivery tools to send a transactional notification with a summary and a link to the new record.
Brevoor 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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