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Connect to your AI
I will set up zapier lead routing from forms to your CRM
Patricia Cote
About this gig
Need new leads from your web forms to reach your CRM and the right person fast? I set up Zapier lead routing that sends each form submission to your CRM, logs it in Google Sheets, and notifies your team.
This is a simple, clear setup for small teams that want less copy-pasting and fewer missed leads.
What you get:
- Zapier workflow from your form to your CRM
- Google Sheets log of every lead
- Email notification when a lead arrives
- Lead assignment by a rule you choose (for example, by service or form)
- Test submissions to confirm it works
- Short setup notes (Premium)
How it works:
- Send me your form and CRM details after ordering
- I build and test the Zap
- You review and request revisions
Works with forms and CRMs that connect to Zapier. You will need your own Zapier account, and some multi-step Zaps may need a paid Zapier plan.
Message me before ordering so we can confirm your project details.
Get to know Patricia Cote
Patricia Cote
Smart Zapier Automations and Workflow Solutions for Growing Businesses
- FromUnited States
- Member sinceFeb 2026
Languages
English, German, Spanish, French, Italian, Portuguese
Hi, I'm Patricia Cote, a Zapier automation specialist helping startups and businesses eliminate repetitive tasks and streamline their operations.
I specialize in building multi-step Zapier automations, connecting business apps, setting up Zapier Tables and Interfaces, fixing broken Zaps, and automating lead management with Google Sheets and CRMs.
My focus is on reliable workflows, accurate data transfer, and practical automation solutions that save time, reduce errors, and help your business grow.
Let's make your business work smarter!
FAQ
Which forms and CRMs do you work with?
Any form tool and CRM that connects to Zapier. Message me before ordering so I can confirm yours.
What access do you need?
Access to your form tool, CRM, Google Sheet, and Zapier account through an invite or sharing. Please don’t send passwords in messages.
How long does delivery take?
Basic takes 2 days, Standard 3 days, and Premium 5 days. The clock starts once I have the access I need.
What do revisions cover?
Changes within your ordered scope, such as field mapping, alert wording, or assignment rules. Extra forms or tools need a Gig Extra or a higher package.
What is not included?
Building your form, setting up your CRM, custom code, cleaning old lead data, and Zapier subscription fees.
