1.Detect new lead gen form response
Integrate LinkedIn Ads and lead capture forms to detect new lead gen form responses and trigger lead creation.
Create program event leads from sponsored forms quickly
Automatically monitor new lead gen form responses across LinkedIn Ads and route them to Microsoft Dynamics 365 CRM. Create and update when normalized contact data is ready and program ownership is setβso you can create leads, enrich fields, and add event metadata without manual entry.
How this automation routes event-ready leads
When new sponsored form responses arrive, leads can sit uncontacted and event performance suffers. This automation formats fields and creates and updates CRM leads with event metadataβso your team can follow up at the right moment.
LinkedIn Adsor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier and data formatting tools to normalize phone and email for CRM-ready fields.
Formatter by Zapieror swap with your favorite app
3.Create CRM lead record
Integrate Microsoft Dynamics 365 CRM and CRM data mapping to create a lead with email, phone, company, and source fields.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Update lead metadata
Integrate Microsoft Dynamics 365 CRM and event management tools to assign owner, set lead quality, and add the lead to the event list or stage.
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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
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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