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Automate 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
Solution
1. Capture Web Form Data

Trigger the process upon form submission.

Retrieve Data
Solution
2. Fetch Submission Data

Extract data from Gravity Forms or Typeform.

Match to Existing Records
Solution
3. Check Existing Salesforce Records

Compare email to existing Salesforce leads.

Update or Create a Lead
Solution
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.

  • 1
    Real-time Data Capture

    Automatically capture and update lead data instantly.

  • 2
    Error Reduction

    Minimize manual entry errors by automating the process.

  • 3
    Improved Sales Efficiency

    Accelerate response times with real-time data availability.

Feature

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 is 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

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