1.Catches inquiry form submission
Integrate Webhooks by Zapier and form capture tools to surface raw submission fields and trigger lead processing.
Create enrollment lead from web inquiry form submissions
Automatically catch inquiry form submissions across Webhooks by Zapier and qualify them with lead form data. Create and update when email or phone and program interest are presentβso you can create CRM lead records, assign admissions ownership, and capture campaign source without manual lead entry.
How this automation creates CRM-ready leads
When inquiry form submissions arrive without clean contact details, lead follow-up slows and opportunities get missed. This automation catches submissions, normalizes and filters them, then creates Microsoft Dynamics 365 CRM lead recordsβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone and names
Integrate Formatter by Zapier and data normalization tools to format phone numbers and standardize name casing.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying leads
Integrate Filter by Zapier and lead validation rules to continue only when email or phone and program interest exist.
Filter by Zapieror swap with your favorite app
4.Creates lead in CRM
Integrate Microsoft Dynamics 365 CRM and CRM lead records to map fields and create the lead record for follow-up.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Step 1
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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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