Zapier → Salesforce
1 min read
Automatically create Salesforce leads from calculator submissions via Zapier.
Overview
This integration creates a new Lead in Salesforce whenever a lead is captured through your embedded calculator.
Setup
1
Create a new Zap
In Zapier, click Create Zap.
2
Set up the trigger
- Search for Made For Law as the trigger app
- Select New Lead Captured as the trigger event
- Connect your Made For Law account
3
Add Salesforce action
- Search for Salesforce as the action app
- Select Create Lead as the action
- Connect your Salesforce account
4
Map fields
| Made For Law Field | Salesforce Field |
|---|---|
lead_email |
|
lead_name |
Last Name (parse first/last as needed) |
lead_phone |
Phone |
estate_value |
Custom: Estate Value |
state |
State/Province |
total_fees |
Custom: Estimated Fees |
source_url |
Lead Source or Website |
5
Activate
Test and publish your Zap.
💡
Set the Lead Source to "Probate Calculator" so your sales team can easily identify leads from the calculator in their Salesforce reports.
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