1.Catches form submission
Integrate Webhooks by Zapier and form handling tools to receive submission fields and map them to lead inputs.
Create new lead from web form and save photos
Automatically catch hook form submissions across Webhooks by Zapier, Airtable, Code by Zapier, and Zoho CRM. Create and update when form submitted, address details sent, or photos attachedβso you can upsert leads, validate addresses, and save photos without manual data entry.
How this automation creates complete lead records
When web form submissions arrive but lead data needs cleanup, delays can slow quoting and follow-up. This automation catches submissions, validates and merges address details, upserts leads, and stores photos in OneDriveβso your team can quote faster.
Webhooks by Zapieror swap with your favorite app
2.Finds existing lead by email
Integrate Airtable and database search to look up the lead record and return saved address fields as fallback.
Airtableor swap with your favorite app
3.Validates email and chooses address
Integrate Code by Zapier and data validation to validate the email and select the most complete address.
Code by Zapieror swap with your favorite app
4.Upserts the lead in CRM
Integrate Zoho CRM and CRM record matching to create or update the lead using validated email and address data.
Zoho CRMor swap with your favorite app
5.Creates a photo folder
Integrate OneDrive and file storage to create a folder named from the lead name and suburb when photos exist.
OneDriveor swap with your favorite app
6.Fetches each photo file
Integrate Webhooks by Zapier and HTTP retrieval to download each photo from the provided photo URL list.
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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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