1.Monitor new email collected
Integrate Wisepops and lead form data tools to capture the submission payload and start enrichment for CRM lead creation.
Create CRM lead from popup email and UTM data
Automatically capture new email collected submissions across Wisepops and your CRM so marketing teams gain campaign-ready lead context. Create and update CRM prospects when emails are collected, UTM parameters are submitted, or submission ids are receivedβso you can start nurture without manual list building.
How this automation creates CRM-ready leads
When new email collected submissions arrive from the popup, delays can stall nurture and reporting accuracy. This automation captures submission payloads, normalizes fields, and creates enriched CRM lead recordsβso your team can launch campaigns with clean context.
Wisepopsor swap with your favorite app
2.Normalizes phone and trims fields
Integrate Formatter by Zapier and data cleanup tools to normalize phone to E.164 and map cleaned fields to CRM mappings.
Formatter by Zapieror swap with your favorite app
3.Creates CRM lead or prospect
Integrate Microsoft Dynamics 365 CRM and CRM data mapping to create or match leads, map UTM fields, and attach submission id for dedupe.
Microsoft Dynamics 365 CRMor swap with your favorite app
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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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