1.Start sub-zap on submission
Integrate Sub-Zap by Zapier and form handling tools to capture submission details and route the workflow.
Create sales lead and task from form submission
Automatically verify submitted emails across Verifalia and normalize lead fields across Formatter by Zapier when form submission arrives, work email entered, or lead details submitted—so you can prevent bad data, create accurate records, and launch fast follow-up. Create and update when verification completes, records are found or created, and tasks get scheduled—so you can avoid manual follow-up.
How this automation creates verified sales leads
When form submissions arrive, unverified emails can stall outreach and pollute CRM records. This automation verifies email, normalizes fields, finds or creates leads, and creates activities and urgent tasks—so your team can respond faster.
Sub-Zap by Zapieror swap with your favorite app
2.Verify submitted email address
Integrate Verifalia and email verification tools to check disposable and deliverability flags for the submitted email.
Verifaliaor swap with your favorite app
3.Normalize salutation and work domain
Integrate Formatter by Zapier and data normalization tools to normalize salutation and extract the work email domain.
Formatter by Zapieror swap with your favorite app
4.Find or create lead and contact
Integrate Close and CRM data tools to match by work email or domain and upsert lead and contact records.
Closeor swap with your favorite app
5.Create activity and task
Integrate Close and task management tools to add a custom activity note and create an immediate follow-up task.
6.Send follow-up email when appropriate
Integrate Gmail and email tools to send a B2B or B2C follow-up when verification indicates deliverable and add BCC.
Gmailor 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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