1.Receives new entry
Integrate Cognito Forms and data mapping tools to capture each web inquiry submission and trigger lead processing.
Create CRM lead and touchpoint from web inquiry
Automatically monitor new web inquiry submissions across Cognito Forms and routing systems. Create and update CRM leads and touchpoints when submissions arrive or email matchesβso you can prioritize outreach without manual lead entry.
How this automation creates CRM leads and touchpoints
When new entries land in Cognito Forms, manual lead entry slows sales and risks missing consent context. This automation normalizes submissions and uses web lookups to create or update CRM leads with touchpointsβso your team can act fast.
Cognito Formsor swap with your favorite app
2.Maps inquiry fields
Integrate Cognito Forms and crm lead capture to map key submission fields to contact fields for your CRM lead.
3.Normalizes submission data
Integrate Formatter by Zapier and data cleaning tools to normalize email and name parts and clean the message text.
Formatter by Zapieror swap with your favorite app
4.Retrieves credentials
Integrate Storage by Zapier and secure credential storage to retrieve credentials and pass them for webhook authentication.
Storage by Zapieror swap with your favorite app
5.Looks up lead by email
Integrate Webhooks by Zapier and crm matching logic to lookup existing leads by normalized email for qualification.
Webhooks by Zapieror swap with your favorite app
6.Creates or updates lead and touchpoint
Integrate Webhooks by Zapier and CRM records to POST new leads or PATCH existing leads with preference flags and touchpoint notes.
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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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