1.Monitors form submission created
Integrate Zapier Forms and form intake tools to detect new submissions and kick off lead routing to create leads.
Create CRM lead and notify team from intake
Automatically capture form submission intake across Zapier Forms, Formatter by Zapier, Close, and Slack. Create and update when new form submissions arrive, intake fields validate, or leads match emailβso you can create lead records, assign follow-up tasks, and notify your team without manual entry.
How this automation accelerates your follow-up
When form submission data is created, follow-ups stall and lead records get missed. This automation creates leads and tasks and posts submission detailsβso your team can reach out faster.
Zapier Formsor swap with your favorite app
2.Formats submission fields
Integrate Formatter by Zapier and data transformation tools to transform region or role values to map assignees.
Formatter by Zapieror swap with your favorite app
3.Creates a new lead record
Integrate Close and CRM data tools to create a lead and match by email to centralize lead details.
Closeor swap with your favorite app
4.Creates linked follow-up task
Integrate Close and task management tools to create a follow-up task linked to the new lead to assign owners.
5.Posts intake to team channel
Integrate Slack and messaging tools to send a channel message with the intake summary to notify your team.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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