1.Captures new form submissions
Integrate Unbounce and landing page metadata to extract signup details and map contact and lead fields from each submission.
Add landing page signups as CRM leads with UTM
Automatically monitor new form submissions and landing page signup details across Unbounce, Formatter by Zapier, and Microsoft Dynamics 365 CRM. Create and update CRM leads when landing signups include UTM values, email matches an existing record, or a phone fallback triggersβso you can normalize fields, preserve campaign context, and update leads without manual data entry.
How this automation creates CRM-ready lead records
When landing page signups arrive without consistent lead and campaign context, leads get delayed and attribution gets messy. This automation captures form submissions and normalizes fields, then upserts and enriches CRM lead recordsβso your team can respond faster.
Unbounceor swap with your favorite app
2.Normalizes UTM and phone fields
Integrate Formatter by Zapier and data cleaning tools to format phone, clean UTM values, and flag invalid submissions for filtering.
Formatter by Zapieror swap with your favorite app
3.Finds existing lead or contact
Integrate Microsoft Dynamics 365 CRM and CRM lookup tools to match by email and fall back to phone when needed.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Creates or updates lead record
Integrate Microsoft Dynamics 365 CRM and lead enrichment workflows to create a new lead or update an existing one with source details.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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