1.Captures new form submission
Integrate Zapier Forms and form fields to capture the submission ID and response fields to continue processing.
Update sales inquiry records and send confirmation emails
Automatically capture form submissions across Zapier Forms and Gmail, then update inquiry records in Zapier Tables. When submissions are created or inquiry details arrive or emails are submittedβso you can update statuses, attach account context, and send confirmations without manual data entry.
How this automation updates your inquiry records
When form submissions are created, delays can break follow-up and hide account context. This automation captures submissions and looks up accounts, updates inquiry records and sends confirmation emailsβso your team can respond fast and accurately.
Zapier Formsor swap with your favorite app
2.Finds matching account record
Integrate Zapier Tables and lookup tools to find an existing account by submission email and handle found or not found.
Zapier Tablesor swap with your favorite app
3.Updates inquiry record
Integrate Zapier Tables and record fields to update the inquiry record status and attach account reference and plan details.
4.Sends tailored confirmation email
Integrate Gmail and email templates to send a conditional confirmation to the submitter with an inquiry record reference.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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