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Your No-code and AI Automation PartnerAutomate Salesforce Lead Entry with Zapier
Streamline your lead management by automating data capture from web forms into Salesforce. Reduce manual entry, eliminate errors, and enhance your sales efficiency with real-time updates.
When a Form Submission Occurs
1. Capture Web Form Data
Trigger the process upon form submission.
Retrieve Data
2. Fetch Submission Data
Extract data from Gravity Forms or Typeform.
Match to Existing Records
3. Check Existing Salesforce Records
Compare email to existing Salesforce leads.
Update or Create a Lead
4. Modify or Add Lead Record
Update existing lead or create a new one in Salesforce.
- Repeat -
Automation Benefits
Benefits of Automating Lead Entry
Experience significant improvements by automating lead data entry.
Save Time
Automate repetitive tasks and focus on selling.
Increase Accuracy
Reduce errors by eliminating manual data entry.
Boost Productivity
Free up your team for higher-value activities.
Real-time Updates
Ensure your data is always current.
Scalable Solution
Easily adapt to growing business needs.
Enhanced Efficiency
Streamline your sales process for better results.
Features
Key Features of Salesforce Lead Automation
Enhance your lead management process with these essential features.
- 1Real-time Data Capture
Automatically capture and update lead data instantly.
- 2Error Reduction
Minimize manual entry errors by automating the process.
- 3Improved Sales Efficiency
Accelerate response times with real-time data availability.
Outcomes
Expected Outcomes from Automation
Implementing this automation can transform your sales process.
50%
Faster Lead Processing
90%
Error Reduction
2x
Increased Response Speed
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FAQ
Frequently Asked Questions
Get answers to common questions about Salesforce lead automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.