1.Catch Hook for financing form posts
Integrate Webhooks by Zapier and form intake tools to capture the financing request POST and map submission fields to lead data.
When website financing forms arrive without an automated pipeline, leads stall and routing can drift. This automation captures form submissions, creates CRM lead records and dealer worksheet rows, and optionally posts ADF payloadsβso your team can follow every request with traceability.
Integrate Webhooks by Zapier and form intake tools to capture the financing request POST and map submission fields to lead data.
Integrate Microsoft Dynamics 365 CRM and CRM mapping tools to create the lead record and store submission ID for reference.
Integrate Google Sheets and spreadsheet tracking tools to add a dealer row and log submission ID, contact, and vehicle interest.
Integrate Webhooks by Zapier and XML payload tools to post the provider ADF and include the submission ID when required.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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