1.Catches inbound portal submission
Integrate Webhooks by Zapier and mapping fields to parse submission payloads into lead attributes.
Create CRM leads and log portal contacts for campaigns
Automatically catch inbound portal submissions across Webhooks by Zapier and Google Sheets. Create and update when new leads arrive or partner routing appliesβso you can create CRM leads, update lead records, and log portal contacts without manual entry.
How this automation creates CRM leads and logs contacts
When portal submissions arrive but lead data stays unprocessed, response delays can break campaign follow-up. This automation catches webhook payloads, creates or updates SharpSpring leads, and logs every submission to Google Sheets and BigQueryβso your team can scale capture and reporting.
Webhooks by Zapieror swap with your favorite app
2.Looks up lead by email
Integrate Google Sheets and spreadsheet lookups to search the leads worksheet by contact email.
Google Sheetsor swap with your favorite app
3.Continues only for new leads
Integrate Filter by Zapier and conditional logic to proceed when the lookup returns no match.
Filter by Zapieror swap with your favorite app
4.Creates or updates a lead
Integrate SharpSpring and CRM records to create or update lead fields from the submission payload.
SharpSpringor swap with your favorite app
5.POSTs lead to partner endpoint
Integrate Webhooks by Zapier and partner endpoint routing to POST the mapped lead payload in near real time.
6.Prepares submission timestamp
Integrate Formatter by Zapier and date formatting to convert the incoming time into a structured date.
Formatter by Zapieror swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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