1.Catches referral POST payload
Integrate Webhooks by Zapier, and webhooks tools to capture submission payloads and trigger lead intake automatically.
Create leads from referral form submissions for admissions
Automatically monitor referral form POST submissions across Webhooks by Zapier and Formatter by Zapier. Create and update CRM lead records when referral POST payload arrives or submission ID posts or UTM parameters postβso you can protect follow-up without manual data entry.
How this automation creates qualified admissions leads
When referral form POST payloads arrive, admissions follow-up slows and leads can go missing. This automation catches the referral payload, normalizes fields, and finds or creates Dynamics 365 CRM leadsβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes and maps referral data
Integrate Formatter by Zapier, data normalization tools, and mapping rules to clean fields and map UTM and program selection.
Formatter by Zapieror swap with your favorite app
3.Finds or creates CRM lead
Integrate Microsoft Dynamics 365 CRM, CRM records, and lead routing to find by email or create leads with mapped fields.
Microsoft Dynamics 365 CRMor swap with your favorite app
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