1.Catch inbound lead payload
Integrate Webhooks by Zapier and request mapping to receive raw lead payloads and map core submission fields to generic sources.
Create prospect from inbound lead and update opportunity
Automatically catch inbound lead payloads across Webhooks by Zapier and Zapier Tables and Salesforce. Create and update when submissions arrive or adviser mapping is found or prospects post successfullyβso you can normalize fields, create prospects, and update opportunities without manual data entry.
How this automation creates prospect records in Salesforce
When inbound lead payloads arrive, delays can cause leads to stall in manual workflows. This automation formats lead data, posts prospects to your intake endpoint, and updates Salesforce opportunitiesβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Find adviser mapping
Integrate Zapier Tables to look up adviser mapping and map adviser name to adviser ID for later use.
Zapier Tablesor swap with your favorite app
3.Normalize fields with JavaScript
Integrate Code by Zapier to run JavaScript and normalize date fields, sanitize notes, and standardize product names.
Code by Zapieror swap with your favorite app
4.Post to prospect intake API
Integrate Webhooks by Zapier and API request routing to POST formatted fields into your downstream prospect intake endpoint.
5.Update related opportunity
Integrate Salesforce to find the matching Opportunity and update transaction or lead-type fields from the API response.
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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