1.Monitors new form submission
Integrate Instapage and landing page forms to capture each submission to trigger lead creation in your CRM.
Create and update CRM leads from landing pages
Automatically capture new form submissions across Instapage and Microsoft Dynamics 365 CRM. Create and update prioritized CRM leads when submissions arrive or duplicates are foundβso you can assign ownership, enrich contact fields, and keep sales moving without manual lead entry.
How this automation creates CRM leads from landing pages
When new form submissions arrive, sales teams lose speed if leads are manually entered and matched. This automation monitors form submissions and finds, creates, and updates leads in Microsoft Dynamics 365 CRMβso your team can follow up with complete context.
Instapageor swap with your favorite app
2.Searches for an existing lead
Integrate Microsoft Dynamics 365 CRM and CRM data matching to find a lead by email and phone to prevent duplicates.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Creates a new CRM lead
Integrate Microsoft Dynamics 365 CRM and contact mapping to create a lead record and map submission fields and campaign context.
4.Assigns the lead owner
Integrate Microsoft Dynamics 365 CRM and queue routing to update lead owner so sales reps get the right assignment.
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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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