1.Triggers on new form submission
Integrate Connecteam, event forms, and submission metadata to start lead capture from uploaded business card replies.
Create CRM lead and enroll from event business card
Automatically monitor new form submission events across Connecteam. Create and update and enroll when card images parse, matching leads are found, or CRM records are createdβso you can parse contact fields, enroll follow-ups, and notify sales without manual entry.
How this automation accelerates lead follow-up
When Connecteam new form submission arrives, lead details can be delayed and same-day outreach gets missed. This automation parses card images and matches or creates CRM records, then enrolls contacts and notifies salesβso your team can capture event leads without chasing data.
Connecteamor swap with your favorite app
2.Parses image into contact fields
Integrate AI by Zapier and image parsing tools to parse card images into structured contact data and confidence.
AI by Zapieror swap with your favorite app
3.Finds lead by parsed data
Integrate Close and CRM search tools to find a matching lead by parsed email, phone, or company.
Closeor swap with your favorite app
4.Creates or updates lead and contact
Integrate Close and CRM record tools to create or update lead and contact, add event notes, attach the card, and enroll follow-up.
5.Sends direct message to sales
Integrate Slack and sales notifications to send a summary and link to the CRM lead for same-day outreach.
Slackor swap with your favorite app
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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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