1.Catch Hook for incoming payloads
Integrate Webhooks by Zapier and webhook intake tools to receive incoming form payloads and capture raw submission data.
Create leads and visit requests from web forms
Automatically convert website inquiry and schedule visit webhooks across Webhooks by Zapier and Salesforce. Create and update when form payload arrives, schedule visit requested, or email match failsβso you can create leads, capture visit records, and tag campaign metadata without manual data entry.
How this automation creates leads and visit requests
When new web form submissions come in, unstructured data can slow qualification and delay visit booking. This automation normalizes fields and creates Salesforce lead and visit recordsβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Normalize fields and map schedule info
Integrate Formatter by Zapier and data parsing tools to format phone numbers, parse name and email, and map schedule to appointment fields.
Formatter by Zapieror swap with your favorite app
3.Request CRM OAuth token
Integrate Webhooks by Zapier and CRM auth tools to request an API token from your CRM OAuth endpoint for the next step.
4.Create lead and visit records
Integrate Salesforce and CRM record tools to create contact or lead fields and separate visit or appointment records with metadata.
Salesforceor 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
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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