1.Catch Hook and pass raw payload
Integrate Webhooks by Zapier and automation logic to capture the raw webhook payload to begin parsing lead submissions.
Create applicant contacts and list entries from web submissions
Automatically catch webhook payloads across Webhooks by Zapier and AI by Zapier. Parse incoming submissions, create or update Attio company and person records, and add applicants to your program list for reviewβso you can route leads without manual data entry.
How this automation organizes program review leads
When webhook submissions arrive without structured records, applicants get delayed and review lists stay incomplete. This automation parses lead text, finds or creates Attio company and person records, and adds each person to a program listβso your team can review faster.
Webhooks by Zapieror swap with your favorite app
2.Parse lead fields from freeform text
Integrate AI by Zapier and data parsing tools to extract full name, email, company domain, and project details from the webhook body.
AI by Zapieror swap with your favorite app
3.Find or create company by domain
Integrate Attio and CRM lookup to find an existing company or create one based on the parsed company domain.
Attioor swap with your favorite app
4.Find or create person record
Integrate Attio and contact management to match by parsed email and create or update the person with project context.
5.Create program list entry
Integrate Attio and list workflows to add each created person record to the configured program list for review.
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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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