ConditionalVisibility

new-products-promo

Don’t let a lead slip through the cracks. Track all your leads and send them custom emails from a single place with this template. You can add fields to the provided Table to customize the information you collect and also connect any email platform to send emails to your leads. Enhance your productivity and elevate your conversion rate with this template.

## How the lead tracker template works

The lead tracker template harnesses the power of Zapier Tables to store and manage lead information, including name, email address, subject line, and email body. It also features a "Send email" button that triggers an Email by Zapier action to send personalized emails to your leads. The template is driven by a single Zap, which is enabled by default and runs when the "Send email" button is clicked.

## Who's it for?

Sales pros, small business owners, and marketing teams can all reap the benefits of the lead tracker template. Whether you're juggling a few leads or hundreds, this template helps you stay organized and efficient in your sales process. By streamlining your lead management and communication, you'll be able to focus on what truly matters: closing deals and expanding your business.

## Perks of using the lead tracker template

The lead tracker template offers a plethora of benefits to help you excel in your sales endeavors. With its intuitive interface, you'll be able to swiftly input and manage lead information. The template's seamless integration with Email by Zapier lets you send custom emails straight from the template, ensuring your leads receive personalized communication. And by automating your lead management process, you'll save time and boost your chances of closing more deals.

Easily track your sales leads, send custom emails, and close more deals.

Effortlessly track your sales leads, send tailored emails, and close more deals with the user-friendly lead tracker template.

Lead Tracker Template

Lead Tracker

Zapier's Simple CRM Template helps to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. This end-to-end CRM solution includes a form to collect leads, a datasheet to store lead information, and a visual tracker to manage the status of each lead and initiate actions when needed. Whether you’re tracking leads, negotiating deals, or closing sales, our Simple CRM Template streamlines the process.
The template consists of two landing pages ([via Zapier Interfaces](https://zapier.com/interfaces)), one datasheet ([via Zapier Tables](https://zapier.com/tables)), and one automated workflow ([via Zaps](https://zapier.com/how-it-works)).

## Tailored to Your Unique Needs

Kick off the sales process with a “Contact Page” which allows you to customize text or add extra fields such as email address, name, company, and status (lead, qualified, negotiated, closed). The page is highly flexible, allowing the addition of various components, including images and videos for guided walkthroughs.

## Track in CRM-Style Kanban Views

Once a contact form is submitted, the data is stored in a Zapier Table or datasheet and is then visualized in a Kanban view, which visually presents the status of contacts. In the Kanban view, users can easily drag cards, create new cards, edit cards, and delete cards. You can also specify details to be displayed on the cards.

## Increase Speed to Close

When a card is moved from one status to another, it triggers an action, or a Zap. For instance, if a lead moves from negotiating to closed, an email can be sent to the customer with onboarding material. Overall, this enhances the user experience and ensures a timely follow-up, all while saving you time.

A Simple CRM, without all the bells and whistles.

Simple CRM Template is a solution to manage contacts and sales processes seamlessly. Customize, add contacts, and track statuses visually with our CRM template.

Simple CRM Template

Simple CRM

HubSpot dashboard

Best-free-AI-tools-Zapier

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Carrd screenshot

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best-sales-tools-demio

Benchmark Email

Mailchimp drip email

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best-digital-marketing-tools-simpletexting

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Best apps

hero-leads

HubSpot

Zapier

Intercom

Demio

Mailchimp

Hunter

SimpleTexting

Calendly

Facebook Lead Ads

LinkedIn Ads

Google Ads

TikTok Lead Generation

Here, we'll cover the best lead generation tools you need to build your funnel—from locating and segmenting to nurturing and converting.

The 18+ best lead generation software and tools in 2025

Find the best lead generation tools to help build your funnel—from segmentation to nurture to conversion. 

These are the lead generation tools you need to build your funnel.

LinkedIn is a fast way to generate new leads, but you have to master your follow-up to get them to close. Zapier can automate this for you! Once you have set up this integration, new leads generated via LinkedIn Ads will be added as new HubSpot form submissions, effortlessly triggering your favorite email follow-up.

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.

New Lead Gen Form Response (Organic Content)

Triggers when you receive a new form response for an ad.

New Lead Gen Form Response (Sponsored content)

Add Company to Audience

Add Contact to Audience

Creates an Audience that you can add Contacts or Companies to.

Create Audience

Sends a Conversion Event to a Conversion.

Send Conversion Event

Removes an email address from an Audience.

Remove Email from Audience

Create Report

Custom Actions (Beta)

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

API Request (Beta)

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

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

New Deal

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

Updated Deal Stage

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

Find Company Deprecated

Find Company

Find Contact

Find Custom Object

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

Find Deal Deprecated

Find Deal

Find Associations

Get Owner by Email

Finds and retrieves CRM object pipeline stage details.

Get Pipeline Stage Details

Get Deal by ID

Get Owner by ID

Find Line_item

Find Product

Find Ticket

Find or Create Company

Find or Create Contact

Find or Create Custom Object

Find or Create Deal

Find or Create Line_item

Find or Create Product

Find or Create Ticket

Add Contact to Deal

Adds a contact to a specific static list.  _(Marketing Hub Starter plans and above)_

Add Contact to List

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company Deprecated

Create Company

Create Contact

Create Associations

Creates a new calendar task. _(Marketing Hub Professional plans and above)_

Create Calendar Task

Creates a new Engagement for a contact, in HubSpot.

Create Engagement

Creates and immediately publishes a message on a specified social media channel.

Create Social Media Message

Create Ticket

Create Custom Object

Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

Create Deal Deprecated

Create Deal

Add Contact to Workflow

Get Company

Get Contact

Get Custom Object

Get Deal

Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.

Get File Public URL

Get Line_item

Get Product

Get Ticket

Create Line_item

Creates a blog post in your HubSpot COS blog.

Create COS Blog Post

Creates a new custom enterprise event. _(Marketing Hub Enterprise plans only)_

Create Enterprise Event

Create Product

Remove Associations

Remove a contact from a specific static list.  _(Marketing Hub Starter plans and above)_

Remove Contact From List

Creates a new submission for a selected form.

Create Form Submission

Update Company

Update Contact by ID

Update Contact

Update Deal

Update Line_item

Update Product

Update Ticket

Update Custom Object

Remove Email Subscription

Upload File

Creates a new contact or updates an existing contact based on email address.

Create or Update Contact

Add new LinkedIn Lead Gen Form submissions as HubSpot form submissions

Setting up this integration will enable you to save time and reply to leads faster. Every new lead you get from TikTok will be automatically added to Pipedrive as a new person.

TikTok's Lead Generation enables businesses of all sizes to create seamless interactions to reach prospects in order to convert them into potential customers.

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

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.

The 18+ best lead generation software and tools in 2025

These are the lead generation tools you need to build your funnel.

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