1.Catch Hook parses submission payload
Integrate Webhooks by Zapier and automation payload parsing tools to parse core submission fields for processing.
Create lead record and add prospect to tracking sheet
Automatically capture lead form submissions across Webhooks by Zapier and Microsoft Excel. Kick off consent processing when submission payload arrives, mapped program fields submit, or webhook catch triggers βso you can create lead records, append tracking rows, and start consent workflows without manual reporting.
How this automation creates lead records and tracks intake
When form submissions land without structure, duplicate leads and delayed qualification slow down outreach. This automation parses incoming payloads, enriches them with lookup data, creates Salesforce leads, appends intake rows, and starts consent processingβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Looks up program and country codes
Integrate Microsoft Excel and lookup tables to map program and country codes back to the submission for later fields.
Microsoft Excelor swap with your favorite app
3.Creates lead or buffer record
Integrate Salesforce and CRM lead fields to create a new lead or buffer record with intake and consent flags.
Salesforceor swap with your favorite app
4.Adds row to intake worksheet
Integrate Microsoft Excel and spreadsheet logging tools to append an intake row with timestamps and status fields.
5.Calls consent processing sub-zap
Integrate Sub-Zap by Zapier and consent workflow steps to start downstream processing using the lead email and intake ID.
Sub-Zap by Zapieror swap with your favorite app
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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
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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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