1.Monitors new form submission
Integrate Swipe Pages and form submission workflows to detect each submission and trigger downstream CRM creation.
Create CRM leads from landing page submissions for campaign ops
Automatically map lookup-coded fields across Swipe Pages and Microsoft Dynamics 365 CRM. Create and update contact and lead records when new form submission, picklists translate, or lookup codes resolveβso you can create follow-up-ready profiles, preserve attribution, and update relationships without manual lead entry.
How this automation creates CRM lead records from submissions
When landing-page submissions arrive but campaign details stay unstructured, follow-up gets delayed and attribution breaks. This automation formats lookup values, creates contact and lead records, and updates lead relationshipsβso your team can respond to every submission accurately.
Swipe Pagesor swap with your favorite app
2.Transforms lookup-coded values
Integrate Formatter by Zapier and lookup tables to translate picklists into internal codes and map lookup inputs.
Formatter by Zapieror swap with your favorite app
3.Creates contact record
Integrate Microsoft Dynamics 365 CRM and CRM contact fields to create a new contact and store lookup outputs.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Creates lead record
Integrate Microsoft Dynamics 365 CRM and lead fields to create a new lead with campaign tracking and attribution label.
5.Updates lead contact link
Integrate Microsoft Dynamics 365 CRM and record linking tools to update the lead with the created contact relationship.
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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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