Form Lead to Review Queue

Plan a lead intake Zap with validation and a reviewable CRM record.

By PromptHelp

Build a draft Zap: when a new response arrives in [FORM APP], check that email and consent fields are present. Find the contact by email in [CRM APP] and create or update a lead with name, source and submitted interests. Add a review task in [TASK APP]. Skip incomplete submissions and duplicates. Show field mappings and a sample test; keep the Zap unpublished for my review.

How to use this prompt

Open Zapier Copilot and paste this workflow request after replacing the bracketed details. Connect your own app accounts, review the field mappings and run a test with sample data before publishing the Zap.