1.Receives new referral form submission
Integrate Formstack and form intake tools to receive each referral form submission and pass fields into the workflow.
Create CRM lead from referral form submissions for lenders
Automatically capture new referral form submissions across Formstack and Zendesk Sell. Create and update when referral form submissions come in from external emails, addresses need splitting, or phone numbers need normalizationβso you can create leads, assign lending owners, and standardize contact details without manual data entry.
How this automation speeds up referral follow-up
When new referral form submissions arrive but are not centralized, follow-up slows and lead details get entered inconsistently. This automation receives submissions, filters internal-only entries, formats addresses, and creates Zendesk Sell leadsβso your team can respond fast.
Formstackor swap with your favorite app
2.Filters internal and non qualifying submissions
Integrate Filter by Zapier and email domain rules to continue only qualifying submissions and exclude internal-only entries.
Filter by Zapieror swap with your favorite app
3.Splits address and normalizes phone
Integrate Formatter by Zapier and address normalization tools to split address lines and normalize phone text.
Formatter by Zapieror swap with your favorite app
4.Creates a new CRM lead
Integrate Zendesk Sell and CRM lead fields to create a lead with referral source and assign it to the lending owner.
Zendesk Sellor swap with your favorite app
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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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