1.Captures new submission payload
Integrate ConvertCalculator and form submission parsing to extract full name, phone, email, vehicle fields, and message for lead capture.
Create detailed CRM lead from contact form submissions
Automatically capture new submission details across ConvertCalculator, Formatter by Zapier, and OrbisX. Create and update detailed CRM lead records when new submission, contact details arrive, or vehicle inquiry is submittedβso you can validate phone numbers, create complete lead profiles, and notify sales without manual data entry.
How this automation accelerates your lead follow-up
When a ConvertCalculator submission comes in, lead details can get delayed or mistyped during manual entry. This automation extracts submission data, normalizes phone numbers, and creates a complete OrbisX lead recordβso your team can follow up faster.
ConvertCalculatoror swap with your favorite app
2.Normalizes phone into E.164
Integrate Formatter by Zapier and data cleansing tools to format phone numbers into E.164 and trim whitespace for CRM use.
Formatter by Zapieror swap with your favorite app
3.Creates CRM lead record
Integrate OrbisX and CRM record creation tools to map contact, vehicle, and notes fields, set lead source, and tag new leads.
OrbisXor 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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