ConditionalVisibility

new-products-promo

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

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

Take control of your leads from your Facebook Lead Ads with the Facebook Lead Tracker Template. This no-code solution enables you to store and email leads from Facebook Lead Ads in one organized location, freeing up time to focus on closing deals and expanding your business.

## Why you should use this template
The Facebook Lead Tracker Template is designed to make your lead management process a breeze. By storing all your leads from each form in a single Table and enabling direct email outreach from a button, you can swiftly and efficiently connect with leads like never before. This template is the perfect replacement for a Google Sheet where you have to use some third-party service to send an email.

## How the template works
This template utilizes two Zaps to automate your lead tracking and email outreach. The first Zap stores your Facebook Lead Ads' leads in the Table, while the second Zap sends an email to leads when you fill out a subject line and body for the email and click the “send email” button.

In order to configure this template, simply click the “Add new Facebook Leads to Table” Zap from within the Table. Then, add your Facebook Lead Ads account. You can decide to specify a form to track leads or pull the information from all forms associated with your account. 

![Edit Zap in Facebook Leads Tracker](//images.ctfassets.net/0sppvm4cmdq7/4J6jTqOHt0wHBrFHQ9hpu6/71c2b9ee5748a9ce21b749309a41d6e0/Edit_Zap_in_Facebook_Leads_Tracker.png)

You’ll run a quick test of the trigger and action and then publish the Zap to turn it on.

You can also configure the second Zap called “Email New Leads from Table button” if you’d like to your own email provider like Gmail or something similar. By default, the Email by Zapier app is used which will work out-of-the-box and will send from a generic email address. You’ll still be able to adjust the From Name, Subject, Body, and Reply-to fields if you’d like. 

Here's a step-by-step breakdown of the Zaps:

**Add new Facebook Leads to Table**
- Trigger: New lead from Facebook Lead Ads.
- Action: Create a new row in a Zapier Table

**Email New Leads from Table button**
- Trigger: button clicked in Zapier Table
- Action: Send an email using Email by Zapier
- Action: update record with sent date in Zapier Table

These Zaps work together to ensure your leads are stored neatly and that you can effortlessly reach out to them via email.

## Who should use this template
This template is ideal for businesses and marketers who rely on Facebook Lead Ads to generate leads and want a seamless way to manage and communicate with those leads from one place. Whether you're a small business owner, a marketing agency, or a freelancer, this template can help you save time and enhance your lead management process.

## Key benefits of the Facebook Lead Tracker Template
- Streamlined lead management: Keep all your Facebook leads in one table for easy tracking and management.
- Time-saving email outreach: Email leads directly from the Table, ensuring a prompt connection with potential customers.
- No-code required: The template is simple to set up and use, with no coding knowledge necessary.
- Scalable and adaptable: Customize the template to accommodate your needs.


Collect and email your Facebook leads from one Table.


Template for lead tracking and email outreach for Facebook Lead Ads. Save time, close deals, and grow your business efficiently from one Table.

Facebook Lead Tracker Template

## Why you should use Zapier for your AI Email Assistant

Transform your email management with the AI Email Assistant template built with Zapier. This AI email assistant tool uses AI to analyze incoming email from your email client, categorize them intelligently, and summarize their content, helping you streamline your inbox and focus on what's important.

## How the template works

This AI Email Assistant uses Zapier Workflows to trigger on new emails arriving in your Gmail account. Here’s how it simplifies your email management:

- __Categorization__: As emails arrive, the first ChatGPT step categorizes them into one of the predefined (and customizable) categories: App Notifications, Action Required, Sales Emails, or Newsletters.
- __Summarization__: A second ChatGPT step then provides a concise summary of the email, allowing you to grasp the essence without reading the entire content.
- __Record Storage__: Each email record, along with its category and summary, is automatically added to Zapier Tables.

To get started:

- Click __Use Template__
- Sign up or log in to your Zapier account (it's free to sign up)
- Navigate to the Zap called “AI Email Assistant Inbox-Categorize and Summarize New Emails”
- Connect your Gmail account (or your email client app) and ChatGPT accounts, test the steps and publish the Zap
- Optionally add navigation to your interface and/or secure it by only letting managed users access it

Use the built-in interface in Zapier Interfaces, which displays a filtered table for each email category. This setup not only makes it easy to view and manage emails by category but also allows you to archive emails with a simple action, keeping your inbox organized.

![AI Email Assistant in Zapier Interfaces](//images.ctfassets.net/0sppvm4cmdq7/6nfMxIPyVSWDKQPz5ynaIE/68a2412cd32affc4d7f3ea0dbca07a94/bdca7f7abb87455d6e1183b2c0be3b58.png)

## How to customize your AI Email Assistant

The AI Email Assistant is highly customizable. You can modify the categories according to your needs or extend the capabilities of the Zap to include additional actions like forwarding important emails, scheduling follow-ups, or integrating with other tools you use. With AI, adding a feature to this AI tool is easy.

You can even add a button in the table to turn this tool into an email writing assistant. Draft email copy that will help you reply quickly with personalized responses.

## Who should use this template

The AI Email Assistant template is ideal for customer support and busy professionals. It's perfect for sales representatives, marketers, business owners, or anyone looking to reduce email clutter and enhance productivity. 

## Key benefits of the AI Email Assistant Template

- Enhanced productivity: Focus on emails that require your attention while AI handles categorization and summarization.
- Streamlined email management: Easily navigate through categorized emails and archive them as needed.
- Customizable workflows: Tailor the AI assistant to fit your specific email needs and integrate seamlessly with your existing tools.

Automatically categorize, summarize, and manage emails from one place using AI.

Master email management with our AI Email Assistant template built with Zapier. Automatically categorize and summarize emails with this AI tool.

AI Email Assistant Template

lead-management-01-qualification

lead-management-02-process

lead-management-03-tips

Marketing tips

hero-leads

Lead management is the process of collecting and managing leads with the goal of turning them into customers through targeted marketing content.

What is lead management and how do you do it right? | Zapier

What is lead management and how do you do it right?

effective-social-media-strategy-00-hero

No matter what business you're in, leads—those special contacts that seem most likely to purchase your products or services—are what you most strive for. The more people in your sales funnel, the more potential for new sales and customer retention.

What is lead management and how do you do it right?

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.