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Create and customize an online lead capture tool that you can embed on your website or share as a public link on a landing page. Easily collect essential information such as first names, last names, email addresses, and additional notes from your prospective clients. All of the data collected from the form is automatically stored in a Zapier table, keeping all of your lead information in one place. With added automated workflows, you can even email your new leads from the table.

## Why you should create an automated lead capture form with Zapier

Zapier's lead capture system is the perfect starting place to speed up your lead collection process. Use our template to:

- Quickly set up a form to capture leads
- Have lead information automatically stored without configuring complex workflows
- Easily email new leads without extra steps

## How this digital lead capture system works

<iframe width="790px" height="267px" src="/app/canvas/template/lead-capture"></iframe>

The template allows you to set up a system featuring two simple pages built with Zapier Interfaces, one Zapier table, and two Zaps.

The two pages, a **Contact Us** page and a **Thank You** page, can be customized by selecting the type of data you want to capture—from simple text fields to date pickers to file uploads. You're also able to add custom branding, so your pages match your website.

![Lead capture template connected Zaps and Tables](//images.ctfassets.net/0sppvm4cmdq7/7cTNdbyBLFL40kMxB3rWuJ/1f7bc1366cb01ebb60a377c636180ff6/f83b1e9461be5d83402deda65d0e0052.png)

Once you've created your **Contact Us** page and customized your form, simply share the interface URL or embed the form on your site using the provided embed code. After completing the form, information will be automatically stored in your Zapier table and your leads will be directed to your **Thank You** page.

When setting up your system, you'll also configure two Zaps. One automatically sends you an email notification with the new lead's contact information and a link to the Zapier table where you can see all the responses. The second allows you to automatically send emails to your new leads from within the table, by simply clicking a button.

![Lead capture table send email button](//images.ctfassets.net/0sppvm4cmdq7/4BVRi3K1bgmq2r8EfinSy2/a5c0bcc0b55589347c32b97bec3b0fc3/3daa99ec02fe9742390f3c764e48fc88.png)

## Who will benefit from this lead capture system?
Small business owners, marketing operations specialists, or anyone running marketing for a small team, will find this system helpful. You can quickly create a lead capture form to increase your speed-to-lead time and centralize outreach.


Easily capture new leads and email them from within the connected table.


Easily capture new leads with email notifications and the ability to send an email to each lead from within the connected table. .

Lead capture template

Lead Capture Template

New Template

A lead that's not in the right hands is like a message in a bottle lost at sea. Instead, ensure each new lead that comes in gets the right sales rep in the quickest possible time by using a lead routing system built using Zapier inspired by Zach West from [Aptitude 8](https://aptitude8.com/). Automate lead distribution by alerting reps based on determined criteria and then let them claim leads.

## How the lead router system in Zapier works

![Lead router Canvas](//images.ctfassets.net/0sppvm4cmdq7/6JAIgyoGsW68u7HGd4vmL1/392d0c58a024eab6cbbcd4005de2e432/Lead_router_2024-04-11_130147.png)

This template helps you set up a lead routing system that relies on Zapier Tables, Zapier Interfaces, and Zaps. It features:

- a __lead capture__ page for prospects to submit information, including a customizable form
- an __lead routing__ interface and tables to view leads, agents or reps, metrics, and events
- an __agent claim__ page for an alerted sales representative to claim a lead
- __five Zaps__: two to adjust the weights of each metric, one to track sales team events, one to alert qualified agents when there's a new lead, and one to update details when a lead has been claimed

You can edit each page, table, and Zap, however the routing rules are currently set based on region and company size. Lead assignment is based on which sales rep claims the lead, first. A sales agent's ranking score is calculated based on how many meetings they have booked and how many closed won deals they have secured. This is also customizable based on your own best practices and sales process.

To set things up, all you need to do is:

- Click __Use template__
- Sign up or log in to your Zapier account (it's free to sign up)
- Add the metrics __Meetings booked__ and __Closed Won__ to the weighted control, and set the weights
- __Add agents or sales reps__ to the agent roster table, indicating the region and company size they are allowed to work along with whether their status is active or not.
- __Connect your CRM__ to add events for meetings booked and closed won deals secured into the agent events table.
- __Embed the lead capture form__ on your website

There are many ways to make this lead router specific to you, including adding a lead scoring Zap to score leads accordingly or to adjust and customize the criteria for alerting sales reps for new leads. While this lead router system is currently set up for reps to claim leads, you can customize to automatically assign an inbound lead through whatever lead assignment rules you need.

## Who should use this template
If you're a sales team leader or revenue operations professional, this lead router system is perfect for you. It comes with the ability to customize and adjust without the need for developers. If you want flexibility and control over your lead generation process and the speed of automated lead distribution, build lead routing in Zapier.

## Key benefits of the Lead router template
- Automate lead routing, distribution, and decrease response time for incoming leads
- Match leads with qualified sales reps based on custom criteria
- Keep your tech clean and uncluttered, integrating with your existing CRM, email, chat, and other systems
- Centralize lead management operation in Zapier to simplify your tech stack


Alert qualified sales reps with active claiming and decrease lead response time.

Use this lead router template built in Zapier to automate your lead distribution and assignment, routing leads to the right reps on your sales team.

Lead router template

Lead Router Template

Imagine if you could spend more time on relationships and less on the nitty-gritty of lead management. That’s exactly what you’ll get if use this template to build your very own automated Sales CRM—complete with lead capture forms and a dashboard to track leads, deals, and activities. 

## Why you should create a Sales CRM with Zapier
A customized Sales CRM built on Zapier is your ticket to a simplified and organized sales pipeline. It's like having an assistant who specializes in dotting the I's and crossing the T's, so you can focus on what you do best—winning clients and growing your business. It consolidates lead information, keeps deals and activities organized, and gives you the flexibility to connect 6,000+ different apps through Zapier’s platform. 

## How the Sales CRM template works
This template gives you the foundation for a fully functioning sales CRM built with Zapier Tables, Zapier Interfaces, and Zapier Workflow. Within the created project you’ll find:

- three pages and tables for Deals, Activities, and Leads to manage the sales pipeline
- customizable forms to add new items and embed lead capture on a website
- six automated workflows to send emails and connect the system together

From there, you can create additional workflows. For instance, connect Gmail to add a new activity any time a lead sends you an email or send your team a Slack notification when a deal has been closed-won.

![Sales CRM Canvas Diagram](//images.ctfassets.net/0sppvm4cmdq7/4h5tnVC7ABu7nxq4xmrhsv/e57784de58d1dcd5ac5cdc71e72cc8d0/Sales_CRM_2024-01-18_145213.png)

To set things up, all you need to do is:

- Click __Use template__
- Sign up or log in to your Zapier account (it's free to sign up)
- Edit settings for things like navigation, access and users, and form details
- Edit email workflows if you’d like to use your own service like Gmail
- Share the URL with your team and start using it right away.

## Who should use this template
This template is ideal for sales managers and business owners or founders at small businesses and organizations who are struggling to keep their sales pipeline organized and who want more time focusing on closing deals instead of operations. With lead capture forms, deal and activity trackers, email notifications, and automations all on Zapier, this template simplifies your lead management and sales pipeline so that you can work on closing deals.

## Key benefits of a Sales CRM built in Zapier
Because Zapier can connect to 6,000+ different apps, a Sales CRM built with Zapier Interfaces, Tables, and Workflows can stretch and automate no matter what unique system of apps you’re using with no coding required. With built-in automation, you’ll see exactly how your CRM works, giving you the confidence you need to work smart and close deals.


Organize and automate your sales pipeline to confidently grow your business.

Use this template to create a Sales CRM with Zapier and close deals quickly. Capture leads, enrich data, and manage deals and activities from one place.

Sales CRM Template

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Automation inspiration

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Zapier

Use automation to turn your sales and marketing departments into a unified machine that scores leads, moves deals to closed-won, and ultimately drives more revenue.

5 ways to automate your marketing and sales ops processes

Use automation to turn your sales and marketing departments into a unified machine that scores leads, moves deals to closed-won, and drives more revenue.

The more information your lead ads pull in, the more often you have to export them (especially since they'll be deleted within 90 days). Activate this automation, however, and you won't have to worry about a thing: Whenever a new lead is captured by your Facebook Lead Ads, Zapier will automatically create a new deal for it on Pipedrive.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

New Activity

Triggers when an activity newly matches a Pipedrive filter for the first time.

Activity Matching Filter

New Deal

Triggers when a deal newly matches a Pipedrive filter for the first time.

Deal Matching Filter

New Note

Triggers when a new organization is created.

New Organization

Triggers when an organization newly matches a Pipedrive filter for the first time.

Organization Matching Filter

New Person

Triggers when a person newly matches a Pipedrive filter for the first time.

Person Matching Filter

New Project

Updated Deal Stage

Triggers when an existing deal is updated.

Updated Deal

Triggers when an existing organization is updated.

Updated Organization

Triggers when an existing person is updated.

Updated Person

Find Activity

Find Deal

 Finds multiple deals related to a specific person (with line item support).

Find deals associated with a person

Finds multiple Deals associated with a Person (with line item support). 

Find Deals Associated with a Person

Find Lead

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Multiple Leads

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Retrieve Note

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Notes

Find Organization

Find Person

Find Product

Finds a product or products by name, ID, or product code (with line item support).

Find Product(s)

Finds a project or projects by title or other fields.

Find Project(s)

Searches for tasks by title, description, or other criteria.

Find Task

Find User

Finds an activity by subject, or creates one if none is found.

Find or Create Activity

Finds a deal by name, or creates one if none is found.

Find or Create Deal

Finds multiple deals by title, notes or custom fields.

Find Multiple Deals

Finds a lead by name, or creates one if none is found.

Find or Create Lead

Finds an organization by name, or creates one if none is found.

Find or Create Organization

Finds a person by name, or creates one if none is found.

Find or Create Person

Finds a product by name, or creates one if none are found.

Find or Create Product

Finds a project by name, or creates one if none are found.

Find or Create Project

Adds an existing label to an existing person.

Add Label to Person

Add Product to Deal

Create Activity

Create Deal

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Attach File

Adds a follower to a deal, organization, person or product.

Add Follower

Create Lead

Create Note

Create Organization

Create Person

Create Product

Create Project

Create Task

Update Activity

Update Deal

Update Lead

Update Organization

Update Person

Updates an existing project in Pipedrive.

Update Project

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Pipedrive deals from new Facebook Lead Ads leads

Use this integration to automatically import new leads from Google Ads into HubSpot as contacts. This Zap saves you from the tedious task of duplicate data entry!

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

Google Ads

Triggers whenever a new campaign is created in Google Ads.

New Campaign

Triggers whenever a new lead is created from a Lead Form Extension.

New Lead Form Entry

Finds a Google Ads Campaign whose id matches the provided input.

Find Campaign by Id

Finds a Google Ads Campaign whose names matches the provided input.

Find Campaign by Name

Find Customer List

Finds a customer list by name. Optionally creates a new customer list.

Find or Create Customer List

Adds a contact to a customer list using their email address. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List With Email

Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List

Creates a customer list in Google Ads Audience Manager.

Create Customer List

Creates a report on specified data from your campaigns/ads.

Create Report

Remove Contact From Customer List

Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.

Send Offline Conversion

Sets the status of a Google Ads campaign.

Set Campaign Status

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

New Company

New Contact

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Product Recently Created or Updated

Triggers when new custom object is available.

New Custom Object

Triggers when a specified property is provided or updated on a Deal.

Deal Property Change

Triggers when all, or some specific new email event is available.

New Email Event

Triggers when new email timeline subscription added for the portal.

Email Subscriptions Timeline

New Engagement

New Form Submission

Triggers when new line_item is available.

New Line_item

Triggers when a calendar task is created. _(Marketing Hub Professional plans and above)_.

New Calendar Task

Triggers when a contact is added to the specified list.  _(Marketing Hub Starter plans and above)_.

New Contact in List

Triggers when a new article is added to your COS blog.

New COS Blog Article

Triggers when a new custom object is created.

Triggers when a deal enters a specified stage.

New Deal in Stage

Triggers when a specified property is provided or updated on a deal.

New Deal Property Change

Triggers when a message is posted from HubSpot to the specified social media channel.

New Social Media Message

New Ticket

Triggers when a specified property is provided or updated on a ticket.

New Ticket Property Change

New Product

Triggers when a specified property is provided or updated on a company.

New Company Property Change

Triggers when a specified property is provided or updated on a contact.

New Contact Property Change

Triggers when a specified property is provided or updated on a custom object.

New Custom Object Property Change

Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.

5 ways to automate your marketing and sales ops processes

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