Problem It Solves

Many businesses use generic web forms that don’t match their brand or integrate directly with their tools. As a result, leads can fall through the cracks, data gets siloed, and manual transfers waste time. By building custom, on-brand forms with Zapier Interfaces and piping submissions into your workflows automatically, you ensure every inquiry is captured, formatted correctly, and routed to the right place without any manual steps.

Process Overview

1. Use Zapier Interfaces (a visual builder for simple web apps) to design a branded lead capture page with your logo, colors, and custom fields.

2. Embed the Interface form on your website or share the direct link.

3. When a visitor submits the form, Zapier writes the response to your chosen destination (Zapier Table, Google Sheet, CRM, etc.).

4. Zapier triggers any follow-up actions you need—send a confirmation email, notify Slack, create a CRM contact, or start a nurture sequence.

5. All form submissions and follow-up statuses appear in your workflow tool so you can track each lead’s progress at a glance.

Key Features & Capabilities

• No-Code Form Builder
  Drag-and-drop fields (text, dropdown, file upload) in Zapier Interfaces to match your brand—no HTML or CSS required.

• Branded Design
  Apply your logo, fonts, and color scheme so the form feels like a seamless part of your site.

• Flexible Embedding & Sharing
  Embed the form via iframe on any website or send a standalone link to prospects.

• Immediate Data Routing
  Map each form field to a Zapier Table, Google Sheet, CRM, or other app—so submissions land where you need them.

• Automated Follow-Ups
  On submission, trigger any Zapier action: send a personalized email, post to Slack, create a task, or start an SMS drip.

• Submission Tracking
  View all incoming leads and their follow-up status in your chosen destination (e.g., Zapier Table), ensuring nothing is missed.

Typical Use Cases

• Marketing Agency
  Build a white-labeled landing page form for a PPC campaign. Leads go straight into a “Campaign Leads” Table, trigger a “Welcome” email, and notify the sales rep via Slack—all automatically.

• Event Organizer
  Create a custom registration form for a workshop with fields for Name, Email, Ticket Type, and Dietary Restrictions. Submissions populate a Google Sheet and trigger a confirmation email with event details.

Prerequisites & Client Responsibilities

• Zapier Account with Interfaces
  Ensure you have a Zapier plan that includes Interfaces (the no-code app builder).

• Brand Assets
  Provide your logo, brand colors (hex codes), fonts, and any images or copy for the form.

• Destination Setup
  Decide where submissions should go (Zapier Table, Google Sheet, Salesforce, etc.) and provide the necessary API credentials or account access.

• Follow-Up Logic
  Determine what happens after a submission (for example: “Send a confirmation email,” “Notify Slack #leads,” or “Create a contact in CRM”) so we can configure the corresponding Zaps.

• Embedding Access (Optional)
  If you plan to embed the form on your website, confirm you can paste an iframe into your CMS or HTML.

• Team Permissions
  Identify who needs “Viewer” access (to monitor incoming leads) vs. “Editor” access (to modify the Interface or Zaps) in Zapier.

Pricing

• One-Time Setup: $360
  (Design and publish the branded Interface form, connect it to your destination (Table, Sheet, or CRM), and build/test follow-up Zaps.)

• Monthly Support: $80/month
  (Maintain form integrations, adjust fields or follow-ups as needed, and troubleshoot any issues.)