1.Captures new form response
Integrate LinkedIn Ads and form submission tools to capture new form response data and map fields to event lead inputs.
Create CRM leads and register attendees from event forms
Automatically monitor LinkedIn Ads form responses across marketing and event tools. Create CRM leads and Zoom registrants when form responses arrive, opt in appears, or UTM values are capturedβso you can reduce data entry and speed follow up and prep meeting materials without manual data entry.
How this automation accelerates your event follow-up
When sponsored form responses come in, delays can stall follow up and disrupt attendee planning. This automation normalizes lead data, creates CRM lead records, and registers Zoom attendeesβso your team can follow up faster.
LinkedIn Adsor swap with your favorite app
2.Normalizes lead details
Integrate Formatter by Zapier and data formatting tools to format phone numbers and standardize names to prepare CRM-ready fields.
Formatter by Zapieror swap with your favorite app
3.Creates lead in CRM
Integrate Microsoft Dynamics 365 CRM and CRM mapping tools to create a lead record and set owner, program, and school.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Creates meeting registrant
Integrate Zoom and attendee registration tools to create a meeting registrant and attach CRM lead traceability.
Zoomor 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
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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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