1.Catch new form submission
Integrate Cognito Forms and forms workflows to detect new entries and dedupe by submission ID to ingest inquiries.
Create CRM lead from web inquiry form for prospects
Automatically monitor new entry submissions across Cognito Forms and lead formatting across Code by Zapier and Webhooks by Zapier. Create and update CRM intake records when inquiry submissions land, phone values normalize, or consent flags are presentβso you can format phones, map programs, and post leads without manual entry.
How this automation creates CRM lead records
When new form entries arrive, delays can cause missed prospects and slower enrollment follow-through. This automation catches submissions, formats and maps fields, and posts a compliant intake payloadβso your team can convert inquiries into leads faster.
Cognito Formsor swap with your favorite app
2.Normalize phone format
Integrate Code by Zapier and data transformation tools to format the phone string and normalize mobile to improve lead matching.
Code by Zapieror swap with your favorite app
3.Map degree and campus IDs
Integrate Code by Zapier and value mapping tools to translate degree and campus labels into internal IDs to route program data.
4.Post intake payload to CRM
Integrate Webhooks by Zapier and enrollment intake endpoints to send a form encoded POST to create or update leads with consent.
Webhooks 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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