1.Receives enquiry form payload
Integrate Webhooks by Zapier and form field mapping tools to capture enquiry payload fields and store them for downstream CRM actions.
Create qualified CRM leads from website enquiry form submissions
Automatically catch website enquiry form submissions across Webhooks by Zapier, Salesforce, Formatter by Zapier, and Email by Zapier. Create and update CRM leads and schedule follow-up events when enquiry form submitted, lead email matched, or interest selectedβso you can update records, trigger sales notifications, and log events without manual follow-up.
How this automation accelerates qualified CRM follow-up
When website enquiries arrive but nothing routes them, leads can go cold and follow-up gets delayed. This automation catches form submissions, finds or creates CRM leads, schedules events, and notifies salesβso your team can act on intent quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by email
Integrate Salesforce and CRM search tools to search for an existing Lead by email and return a matching Lead ID.
Salesforceor swap with your favorite app
3.Formats event date
Integrate Formatter by Zapier and timezone tools to convert timestamps into formatted Start and End values for the CRM event.
Formatter by Zapieror swap with your favorite app
4.Updates lead and creates event
Integrate Salesforce and CRM event scheduling tools to update the existing Lead and create an Event linked to it.
5.Creates lead and event
Integrate Salesforce and CRM record tools to create a new Lead with submission fields and an initial Event.
6.Notifies sales via email
Integrate Email by Zapier and notification tools to send an email notification to the configured sales inbox for re-engagements.
Email by Zapieror 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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