1.Captures new lead form submission
Integrate TikTok Lead Generation to capture incoming form payload and map submission fields to CRM-ready lead data.
Create lead records with dealer and rating context
Automatically capture new lead form submissions across TikTok Lead Generation, Formatter by Zapier, Zapier Tables, and Salesforce. Create and update when new form submission, campaign context received, or purchase-intent answers submittedβso you can normalize dealer preferences, look up dealer codes, and create enriched CRM leads without manual data entry.
How this automation creates enriched lead records
When new lead form submission arrives, manual CRM entry causes delays and leads get routed without the right dealer or rating context. This automation captures submission fields, formats inputs, looks up dealer and rating records, and creates a Salesforce leadβso your team can act on intent right away.
TikTok Lead Generationor swap with your favorite app
2.Normalizes dealer preference and phone
Integrate Formatter by Zapier and transformation tools to trim and normalize dealer preference and phone for accurate matching.
Formatter by Zapieror swap with your favorite app
3.Finds dealer record by name
Integrate Zapier Tables and database lookup tools to search dealers by trimmed dealer name and pull the dealer code and reference.
Zapier Tablesor swap with your favorite app
4.Finds rating record by answer
Integrate Zapier Tables and lookup tools to search rating meta by purchase-intent answer and retrieve the mapped rating.
5.Creates Salesforce lead with context
Integrate Salesforce and CRM tools to create a new lead record with dealer details, campaign context, rating, and owner assignment.
Salesforceor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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