1.New form submission is received
Integrate Unbounce and form capture tools to extract submission fields and source metadata to capture incoming submission details.
Create CRM leads from project evaluation form submissions
Automatically catch new form submissions across Unbounce and Salesforce. Create and update when submissions arrive, capture source metadata, or emails are providedβso you can normalize phone data, deduplicate leads by email, and assign outreach without manual data entry.
How this automation creates CRM leads from form submissions
When new form submissions arrive, delays can cause missed outreach to high-intent applicants. This automation extracts submission fields and normalizes contact data and deduplicates by email and creates or assigns leadsβso your team can follow up faster.
Unbounceor swap with your favorite app
2.Phone and fields get formatted
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers to E.164 and clean contact fields to prepare lead data.
Formatter by Zapieror swap with your favorite app
3.Lead is searched by email
Integrate Salesforce and CRM data matching to find existing leads by email so duplicates are avoided when creating new records.
Salesforceor swap with your favorite app
4.New lead is created and assigned
Integrate Salesforce and CRM lead routing to create a lead with mapped fields and assign owner to admissions to start outreach.
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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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