Find lead information with Zapier
Zapier lets you automatically look up and enrich lead information across your tools so you can route contacts, qualify prospects, and keep your CRM up to date without manual data entry.
This guide explains how to add lead-finding steps to your automated workflows, what kinds of lead searches are available, and how to troubleshoot common issues when your searches do not return results.
How Zapier finds and enriches leads
In an automated workflow, a lead lookup runs as an action step after a trigger. When the trigger fires, Zapier can search another app for matching contact or company data, or send the lead details to a dedicated enrichment tool.
Typical use cases include:
- Routing new form submissions to sales based on company size or region
- Checking if a lead already exists in your CRM before creating a new record
- Enriching basic email-only leads with job title, company, or social profiles
- Looking up contact details from a landing page or ad platform event
You configure each search action with search fields (such as email address), optional filters, and a fallback behavior when nothing is found.
Supported Zapier lead generation and enrichment apps
You can use both built-in search capabilities from CRM and marketing tools and dedicated lead generation platforms available in Zapier.
Zapier-compatible enrichment and lead tools
A non-exhaustive list of popular lead-related apps that can be used in workflows includes:
- FullContact (for contact and company enrichment)
- Hunter (email finder and verifier)
- Clearbit (company and prospect data enrichment)
- Leadfeeder or similar tools (website visitor identification, where available)
- CRM tools like HubSpot, Pipedrive, and Salesforce with built-in search actions
Each app offers its own search fields and output data. You select the appropriate action in the Zap editor and map the trigger data into the search fields.
Built-in Zapier search actions in CRMs
Many CRM and marketing platforms connected to Zapier include native search actions, such as:
- Find Contact
- Find Lead
- Find or Create Contact
- Find Company or Account
These actions usually look up a record by unique identifiers like email address, phone number, or a CRM-specific ID. When enabled, a “find or create” variant can create a new record when no match is found.
Set up a Zapier workflow to find lead information
The basic flow to search for leads is the same for most apps. You start with a trigger, then add a search or enrichment step, and finally take action based on the data you find.
1. Choose your lead trigger in Zapier
Begin in your account and create a new Zap (automated workflow). Then pick the app and event that will provide the initial lead data. Common triggers include:
- New form submission (for example: Typeform, Gravity Forms, or Webflow forms)
- New subscriber in an email marketing tool
- New row in a spreadsheet or database
- New lead from an ad platform
Test the trigger so that Zapier can load a sample with fields like email address, name, and company.
2. Add a lead search or enrichment action
After the trigger, add an action step to search for or enrich the lead. In the Zap editor:
- Select the target app that will perform the lookup or enrichment.
- Choose the appropriate search or find event, such as “Find Contact” or a dedicated enrichment event.
- Connect your account for the selected app, if you have not already.
Once connected, you can configure how the search should work.
3. Map trigger fields to the Zapier search action
In the action setup, you map the incoming trigger fields to the search fields. For example:
- Map the trigger’s email field to the “Email” search field.
- Optionally, map name, company, or domain if supported.
- Use custom values or static text when a field is required but not present in the trigger.
Use the dropdown menus in the editor to insert data from earlier steps so that Zapier can dynamically run the search for each new lead.
4. Decide what happens when Zapier finds a lead
After the search step, you can add actions that depend on whether a match was found. Typical follow-up actions include:
- Updating an existing CRM contact with fresh enrichment data
- Adding the matched lead to a sales sequence or pipeline
- Sending a notification to a sales or marketing channel
- Logging the enrichment details in a spreadsheet or database
You can use filters or paths so that only leads that meet certain criteria continue through the Zapier workflow.
5. Configure behavior when no lead is found
If the search returns no results, you can handle this in one of two primary ways:
- Use a “Find or Create” action where available so a new record is created automatically.
- Add conditional logic that sends unmatched leads to a different step or path, such as a manual review list.
When using enrichment tools, no results often mean the service could not locate enough data. In that case, you can continue the workflow with whatever information is available.
Best practices for Zapier lead searches
To make your workflows more reliable and accurate, follow these recommendations when setting up lead lookups.
Use unique identifiers whenever possible
Search with the most specific field you have, typically:
- Email address
- CRM record ID
- Company domain
Using a unique value reduces the chance of matching the wrong record and improves the consistency of your Zapier automation.
Limit the data you request
Many enrichment services available through Zapier have rate limits or usage-based pricing. To keep automations efficient:
- Only send searches for leads that meet your qualification thresholds.
- Avoid running multiple enrichment steps on the same lead unless necessary.
- Store enriched data in your CRM or database to reuse later, instead of repeatedly calling the same service.
Combine Zapier filters and paths with lead data
After you find or enrich a lead, use conditional steps to route them appropriately. For example, you can:
- Send enterprise-sized accounts to a dedicated sales team.
- Route small-business leads to an automated email nurture sequence.
- Flag unqualified prospects and stop the rest of the process.
This approach keeps your automations focused and reduces noise for sales and marketing teams.
Troubleshoot Zapier lead lookup issues
If your workflow does not behave as expected, there are several areas you can check in the editor and in your connected apps.
Search does not find existing leads
If you know a record exists but the step cannot find it, review these items:
- Confirm that you are searching in the correct account or environment (for example: production vs. sandbox).
- Verify that the field you search on matches exactly, including formatting and capitalization if the app is case-sensitive.
- Check whether the search action only looks in specific fields, such as primary email addresses.
- Run a manual search inside the connected app using the same criteria to confirm the record is visible.
Adjust the search configuration and retest the step in Zapier until the correct record is returned.
Lead enrichment returns little or no data
Enrichment tools rely on third-party data sources, which may not have information for every contact. If results are sparse:
- Try using a different identifier, such as a company domain instead of a generic email provider.
- Use a different enrichment provider that specializes in your target market.
- Combine multiple enrichment sources in a single workflow, while being mindful of costs.
You can also add logic so that when enrichment fails, the lead still moves into a basic nurture flow instead of stopping the entire Zapier automation.
Rate limits or errors from connected apps
Some services used for lead enrichment or CRM lookups can reject requests when you exceed plan limits or quotas. To mitigate these issues:
- Check your usage limits in the connected app.
- Reduce the frequency of triggers, or add filters to process only qualified leads.
- Stagger high-volume workflows to avoid bursts of search activity.
If errors persist, inspect the Zapier task history for error messages from the external service and adjust the workflow accordingly.
Learn more about Zapier lead workflows
To go deeper into the specific search and enrichment options available, review the official help documentation for lead information at this Zapier support article on finding lead information. You can also explore advanced automation strategies and consulting resources at Consultevo if you need help designing robust lead routing and enrichment systems.
By combining accurate search steps, thoughtful routing, and careful error handling, you can use Zapier to build a scalable process that keeps your lead data enriched, deduplicated, and always ready for your sales and marketing teams.
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