1.Catch hook and expose submission fields
Integrate Webhooks by Zapier and routing logic to receive incoming submissions and map phone and attribution fields.
Create lead from phone-only webhook and tag campaign
Automatically catch phone-only webhook submissions across Webhooks by Zapier, Formatter by Zapier, Salesforce, and Google Sheets. Create and update when phone numbers format properly, attribution fields populate, or campaign attachment failsβso you can create and update leads, attach them to campaigns, and log errors without manual lead setup.
How this automation creates properly attributed leads
When phone-only webhook submissions come in with raw phone and attribution fields, delays can create incomplete lead records. This automation formats phone numbers and finds, creates or updates, and attaches leads in Salesforce and logs failures to Google Sheetsβso your team can review issues fast.
Webhooks by Zapieror swap with your favorite app
2.Formats and validates phone number
Integrate Formatter by Zapier and validation logic to format and validate the incoming phone number for matching.
Formatter by Zapieror swap with your favorite app
3.Finds account or contact by phone
Integrate Salesforce and CRM search to search Account or Contact using the formatted phone and continue even if no match.
Salesforceor swap with your favorite app
4.Creates or updates lead in Salesforce
Integrate Salesforce and lead mapping to create or update a lead with submission phone and attribution fields.
5.Adds lead to campaign record
Integrate Salesforce and campaign lookup to attach the lead to the campaign resolved from submission attribution.
6.Logs errors to worksheet
Integrate Google Sheets and error logging to add a row with timestamp, formatted phone, and placeholders for review.
Google Sheetsor 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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