1.Captures new demo lead
Integrate Landingi and form capture workflows to trigger CRM data entry workflows from submitted lead details.
Create opportunity and contact from demo landing submission
Automatically monitor demo landing submission leads across Landingi and Prospect CRM. Create and update contacts, companies, and opportunities and send instant notifications when submissions arriveβso you can avoid manual data entry and follow-up delays.
How this automation accelerates your CRM follow-up
When demo landing submissions come in without consistent CRM typing, follow-up gets delayed and pipeline suffers. This automation finds contacts, enriches with ERP mapping, creates or updates records, and sends notification emailsβso your team can act fast.
Landingior swap with your favorite app
2.Finds contact by email
Integrate Prospect CRM and CRM lookup tools to search for an existing contact using the submitted email.
Prospect CRMor swap with your favorite app
3.Retrieves ERP mapping
Integrate Zapier Tables and mapping tables to look up the configured company accounting system mapping.
Zapier Tablesor swap with your favorite app
4.Creates opportunity and note
Integrate Prospect CRM and CRM activity tracking to create an opportunity and log an activity note for the submission.
5.Creates company record
Integrate Prospect CRM and company record tools to create a company when no company match is found in lookup.
6.Creates contact record
Integrate Prospect CRM and contact record tools to create a contact when no contact match is found by email.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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