1.Catches brochure submission payload
Integrate Webhooks by Zapier and webhook ingestion tools to extract submission fields and map source tags to lead fields.
Create lead from brochure web submissions for follow-up
Automatically capture brochure request submissions across Webhooks by Zapier and Dynamics CRM. Create and update when webhook payload arrives, brochure fields extract, or source tag appearsβso you can create lead records, prevent duplicates, and route to the right owner without manual intake.
How this automation accelerates lead follow-up
When brochure web submissions stay unprocessed, follow-up slips and duplicates clog your pipeline. This automation captures webhook payloads, normalizes contact fields, checks for existing leads, and creates owner assigned lead recordsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Formats the phone number
Integrate Formatter by Zapier and data normalization tools to normalize phone numbers and prepare values for dedupe checks.
Formatter by Zapieror swap with your favorite app
3.Finds an existing lead
Integrate Microsoft Dynamics 365 CRM and CRM lookup tools to search by email and formatted phone for matching leads.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Creates a new lead record
Integrate Microsoft Dynamics 365 CRM and CRM record tools to create owner assigned leads and tag them with the brochure source.
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Step 1
Connect your tools
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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
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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