1.Catch Hook submission
Integrate Webhooks by Zapier and routing tools to capture media kit form submissions and trigger the workflow.
Add media kit leads to tracking spreadsheet and CRM
Automatically catch media kit form submissions across Webhooks by Zapier and Microsoft Excel. Email your outreach list, log each lead to a tracking workbook, and update CRM contacts when media kit submitted, webhook payload received, or download request sentβso you can route updates, keep contact records current, and notify outreach without manual lead logging.
How this automation updates your media kit leads
When media kit submissions arrive, delayed logging can leave leads uncontacted and records out of sync. This automation catches webhooks, adds tracking rows, and updates CRM contacts and outreach emailsβso your team can follow up at the right time.
Webhooks by Zapieror swap with your favorite app
2.Add row to workbook
Integrate Microsoft Excel and spreadsheet tools to add a timestamped row to your tracking workbook and worksheet.
Microsoft Excelor swap with your favorite app
3.Send outbound outreach
Integrate Email by Zapier and email templates to send a notification to your outreach distribution list.
Email by Zapieror swap with your favorite app
4.Find contact by email
Integrate Ad Orbit (CRM) and CRM search tools to find an existing contact record by email.
Orbitor swap with your favorite app
5.Upsert contact and log note
Integrate Ad Orbit (CRM) and CRM activity logging to create or update contact fields and record the download note.
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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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