Automation · free guide

Route form leads to Sheets + Slack

Leads go cold in unread email. A two-Zap pipeline puts every submission in a sheet for the record and in Slack for the reaction — total setup under 30 minutes.
What the full guide covers
1

Zap 1 trigger: your form

Zapier → trigger on new form submission (native integrations for most form tools; webhook fallback otherwise).

2

Action: create Google Sheets row

Spreadsheet + worksheet + column mapping. Include submission timestamp from the form.

3

Zap 2: same trigger → Slack message

Channel #new-leads. Message includes name, need and link to the sheet row context.

4

Format the Slack message for action

Bold the one-line need, keep it under five lines. Alert ≠ report — it should trigger a reply, not a read.

5

Test with a live submission, not Zapier's sample

Submit the real form once. Verify row AND Slack. Then turn both Zaps on and stop watching.

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