1.Detect new lead gen form response
Integrate LinkedIn Ads and form capture tools to extract submission fields and map contact data for intake.
Create CRM leads from paid form submissions for intake
Automatically monitor new lead gen form responses across LinkedIn Ads and Microsoft Dynamics 365 CRM. Create and update when form submissions arrive, consent flags are determined, or cohort keys matchβso you can enrich leads, normalize contact details, and create CRM records without manual lead entry.
How this automation creates qualified CRM leads
When new paid form responses land without standard intake, inconsistent consent handling slows admissions follow-up and increases missed opportunities. This automation extracts form fields, enriches cohort data, and creates CRM leads with scored contact preferencesβso your team can respond fast.
LinkedIn Adsor swap with your favorite app
2.Lookup intake cohort row
Integrate Microsoft Excel and spreadsheet lookup tools to find the intake cohort to attach the correct intake record.
Microsoft Excelor swap with your favorite app
3.Normalize consent and contact formats
Integrate Formatter by Zapier and data formatting tools to convert consent answers into boolean flags and normalize email and phone.
Formatter by Zapieror swap with your favorite app
4.Create scored CRM lead
Integrate Microsoft Dynamics 365 CRM and CRM record tools to create a lead with intake cohort reference and preference flags.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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