1.Catch Hook incoming lead magnet
Integrate Webhooks by Zapier and webhook form inputs to receive the submission and expose mapped fields for lead creation.
Create CRM lead and web activity from webhook
Automatically catch lead magnet submissions across Webhooks by Zapier, Zapier Tables, Salesforce, and Email by Zapier. Create and update when lead magnet submitted, form data received, or webhook payload receivedβso you can create CRM leads, link web activity records, and send success or error emails without manual follow-up.
How this automation creates your CRM leads
When lead magnet submissions come in through a webhook, delays can break the handoff from interest to outreach. This automation catches the submission, looks up lead magnet configuration, and creates Salesforce lead or web activity recordsβso your team can respond quickly and consistently.
Webhooks by Zapieror swap with your favorite app
2.Find record by lead magnet type
Integrate Zapier Tables and configuration data to look up the lead magnet configuration and map recipients, channel, and scoring rules.
Zapier Tablesor swap with your favorite app
3.Find existing contact in Salesforce
Integrate Salesforce and CRM lookup tools to search for a contact by email and the configured channel for that submission.
Salesforceor swap with your favorite app
4.Create lead or web activity records
Integrate Salesforce and CRM record workflows to create a Web Activity for matched contacts or a Lead plus Web Activity when none exists.
5.Send success or error email
Integrate Email by Zapier and messaging templates to send configured outbound emails on success and on error.
Email by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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