1.Captures form submission fields
Integrate Zapier Forms and form submission inputs to map full name, phone, address, lead source, notes, and file uploads to lead fields.
Create CRM lead from cold call and SMS form
Automatically capture form submissions across Zapier Forms and Zapier tools. Create and update when new form submission, qualifying lead source, or file URL appearsβso you can create CRM leads, alert brokers, and upload recordings without manual data entry.
How this automation accelerates your lead follow-up
When form submission created happens, leads can sit unworked and follow-up can stall. This automation maps submission fields, posts broker alerts, creates CRM leads, and uploads recordingsβso your team can respond fast to new intent.
Zapier Formsor swap with your favorite app
2.Sends channel alert to brokers
Integrate Slack and team communication tools to send a message with contact name and phone to the configured channel.
Slackor swap with your favorite app
3.Calls sub Zap to create lead
Integrate Sub-Zap by Zapier and CRM workflow tools to create a new lead record and return the created lead ID.
Sub-Zap by Zapieror swap with your favorite app
4.Filters qualifying lead records
Integrate Filter by Zapier and lead criteria rules to continue only for qualifying records before attaching files or tags.
Filter by Zapieror swap with your favorite app
5.Uploads files and updates CRM
Integrate Webhooks by Zapier and CRM endpoints to upload call recordings from the file URL and add the submission source.
Webhooks by Zapieror 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.
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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