Zapier

Set Up Lead Collection Trigger

Connect your lead source (form, landing page, etc.) as a trigger for the workflow.

In Zapier, create a new Zap. Select your form tool (Typeform, Google Forms, etc.) as the trigger. Test to ensure data runs correctly.

Carefully map the form fields to ensure all important lead data is collected.

Enrich Lead Data

Add a step to automatically collect additional information about the lead.

Add Clearbit or Hunter.io action to find company information, social profile, and title based on email address.

Not every email will return data; set up error handling so that the workflow continues even if the enrichment step fails.

Add to CRM

Create or update the lead record in your CRM system.

Add your CRM (HubSpot, Salesforce, Pipedrive) as an action. Map the enriched data to CRM fields. Set up duplicate detection.

Use the 'Find or Create' action to avoid creating duplicate records.

Assign Leads to Sales

Automatically route leads based on criteria such as location, company size, or industry.

Add 'Filter' or 'Paths' to route leads according to the rules. Update the owner field in CRM or send internal notifications to the responsible sales.

Create a simple round-robin system using Google Sheets if you don't have complex routing rules yet.

Activate Email Sequence

Add the lead to an automated nurturing campaign based on their characteristics.

Connect your email tool (Mailchimp, ActiveCampaign). Add the contact to a specific list/sequence based on the lead source or industry.

Create different sequences for each lead segment to increase relevance.

Set Up Notifications

Alert the team about high-priority leads in real-time.

Add a notification action to Slack or email for leads that meet criteria (e.g., company size > 500 employees, specific industry).

Avoid notification fatigue by only alerting for truly high-value leads.

Test and Monitor

Run a test lead through the system and set up monitoring.

Send test form submissions with various data scenarios. Check that every step runs correctly. Enable Zapier error notifications.

Log the first 20-30 real leads to ensure everything works as expected when going production.