1.Receive new form submissions
Integrate WS Form and form field mapping tools to capture the submission and centralize lead details.
Create CRM leads from web contact form submissions
Automatically detect web contact submissions across WS Form, Formatter by Zapier, Code by Zapier, Zapier Tables, and Microsoft Dynamics 365 CRM. Create and update when form submitted, email captured, or utm params savedβso you can normalize fields, enrich tracking, and create qualified leads without manual data entry.
How this automation qualifies your CRM leads
When new form submissions arrive, leads can stall because details require manual cleanup and routing. This automation maps fields and enriches tracking, then creates CRM lead records and assigns ownersβso your team can act fast on qualified inquiries.
WS Formor swap with your favorite app
2.Normalize and format fields
Integrate Formatter by Zapier, data cleanup tools, and field mapping to normalize lead fields before routing.
Formatter by Zapieror swap with your favorite app
3.Extract and enrich tracking
Integrate Code by Zapier, landing URL parsing tools, and analytics utilities to extract gclid and readable tracking time.
Code by Zapieror swap with your favorite app
4.Lookup routing and owners
Integrate Zapier Tables and routing records tools to look up region data and return the assigned owner or team tag.
Zapier Tablesor swap with your favorite app
5.Create CRM lead record
Integrate Microsoft Dynamics 365 CRM and CRM field mapping tools to create a lead with tracking and assign the owner.
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
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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