Capture and convert more leads with Zapier
Lead management automation connects your tools and triggers workflows across Lead generation, Lead routing, Lead scoring, Lead nurturing, and Sales handoff.
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Explore lead management use cases
Lead management automation connects your tools and triggers real-time actions across Lead qualification, Lead enrichment, Lead routing, and Lead nurturing. Build workflows that eliminate manual work and keep your entire marketing stack in sync.
見込み客エンリッチメント
Strengthen lead quality with automated profile updates, field completion, and qualification routing
リードナーチャリング
Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
リード資格
Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
リードジェネレーション
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
見込み客スコアリング
Prioritize high-intent leads with automated score updates, qualification rules, and rep alerts
Lead routing
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Sales handoff
Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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.
デビッド・ラダーバーグ, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。
ラファエル・ボフナー創設者兼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.
リシ・シャー, 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.
アレン・ライ, 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
Transform your lead management with Zapier
Elevate your lead management with Zapier automation. Capture new leads, qualify and route records, and nurture prospects to handoff—and that’s just the start.
Lead capture and enrichment
Every lead enters complete
Capture every new lead automatically and enrich records as they arrive. Connect forms, ads, CRM fields, and spreadsheets so lead management data stays current from the first touch. Your marketing team gets cleaner records and faster follow-up.
Automatic lead capture
Capture leads from forms and ads the moment they arrive, then create records in HubSpot or Salesforce without manual entry.
Smart data enrichment
Append company, source, and contact details to each new record so your CRM starts with fuller lead data and fewer research steps.
Form-to-CRM routing
Send new submissions from Facebook Lead Ads or Typeform into your CRM instantly, so no lead sits unassigned in a spreadsheet.
Duplicate lead checks
Flag matching emails or phone numbers before another record is created, keeping your lead list cleaner and follow-up more accurate.
Source attribution tracking
Track campaign source and form origin on every record, giving marketing clearer attribution across lead generation channels.
仕組み
Lead management automation connects your tools, captures inbound leads and scoring signals, and triggers workflows automatically. Route, qualify, and nurture leads in real time—without manually triaging forms or updating records.
ステップ 1
Connect your tools
Integrate platforms like HubSpot, Salesforce, Marketo, form builders, and CRM systems to centralize lead data.
ステップ 2
Define triggers
Set conditions for new lead capture, score changes, routing rules, qualification status, or handoff readiness.
ステップ 3
Automate & measure
Route leads, send follow-ups, update records, and continuously track lead conversion improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.