Lead management

Grow conversions with lead management automation

Capture leads effortlessly, align your marketing and sales teams, and build a unified view of the entire customer journey.

Trusted by 3.4 million companies

Sales and marketing—together at last

Hitting revenue targets is harder when tools and teams are siloed. Improve collaboration with a unified view of your customer journey.

Capture, convert, celebrate

With seamless lead capture, smooth handoffs, and advanced routing, you’ll create a better buying experience and win more customers.

More leads, less management

Let Zapier handle the busy work so you can focus on moving the needle. Rapidly create, build, and iterate on campaigns—then watch your leads roll in.

Automate every part of your lead funnel

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Lead nurture

Make intent signals actionable

Trigger lead nurtures right when your prospects are most engaged, and then take action on any interaction across your website, product, and marketing channels.

Create lead flows that convert

Get the most out of hot leads by enrolling them in a personalized lead nurture starting from any app in your tech stack.

Send communications via Marketo when leads enter lists on Pendo

When prospects view pages on your website, enroll them in a relevant email drip in Mailchimp

Real-time reporting

Break down data silos

Pull in data from every tool your customers interact witt, no matter which team owns it, to create a single source of truth for more informed decisions.

Gather timely insights

Adapt and optimize faster with real-time data on how your campaigns are performing.

Show recent orders from your Shopify store in HubSpot

Send a summary of an Microsoft Excel report to your Microsoft Teams channel

Sales and marketing alignment

Visualize lead activity

Keep sales in the loop about marketing messages that leads engage with, give them a heads up when leads are warm, and help them weave those messages into their own outreach.

Learn which leads are converting

Track marketing-attributed leads as they move through the pipeline to glean insights into which campaigns turn leads into revenue.

Highlight all content prospects that have engaged with via Klaviyo in Microsoft Dynamics

Alert marketing teams in Slack when high-value marketing leads are identified in Zoho CRM

Personalization

Create personalized experiences that convert

Use data from any app in your tech stack to tailor your messages, create custom purchasing pathways, and win more customers.

Meet your customers where they are

Learn what makes your customers tick with previously out-of-reach info to further personalize their experience.

When potential customers hit journey milestones, send them communication via ActiveCampaign

Use details from Salesforce in emails sent via Iterable

Lead capture and routing

Nail your speed to lead

Capture leads from every source, whether it's ads, internal sources, reviews, content syndication, or anywhere else. From there, you can add them to your CRM and automate follow-up in seconds.

Send leads to the right rep every time

Use advanced routing logic to assign a score to every lead and assign them to the right rep no matter how complex your process is.

When new leads fill out a form on your Webflow site, add them to Zoho CRM

When a new Salesforce opportunity is created, notify the right rep on Slack

Connect your apps to build an efficient Lead Management tech stack

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Get started quickly with these best-practice templates

No need to start from scratch. In just a few minutes, you can use Interfaces, Tables, and Zaps to create complete solutions and reclaim countless hours of your time.

Seamlessly manage leads and raise ROI with automation

Integrations for every tool

With 7,000+ integrations, you can connect every tool in your stack—even those you built in-house.

Marketing-owned automation

Build powerful workflows without waiting on a developer or IT support.

Data that's always up-to-date

With one-minute update time on paid plans, your lead information is always in sync.

See what automation can do for your Lead Management team

Join forward-thinking enterprises that trust Zapier for mission-critical workflows

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