1.Catch Hook form payload
Integrate Webhooks by Zapier and inbound form endpoints to receive the funding submission payload and capture the raw object.
Create qualified lead from online funding form submissions
Automatically route funding form posts across Webhooks by Zapier, Formatter by Zapier, Salesforce, Zapier Tables, and Facebook Conversions. Send a server-side conversion, create and enrich Salesforce leads, and increment ad tracking when funding form submitted, payload received, or application answers capturedβso you can avoid manual lead entry.
How this automation creates qualified leads
When funding form submissions hit your system, unprocessed data can slow follow-up and blur attribution. This automation captures payloads, normalizes lead details, creates Salesforce leads, updates ad tracking counters, and sends server-side conversion eventsβso your team can confirm conversions fast.
Webhooks by Zapieror swap with your favorite app
2.Parse and normalize lead fields
Integrate Formatter by Zapier and data parsing tools to split names, format phone to E.164, and extract attribution fields.
Formatter by Zapieror swap with your favorite app
3.Create a new Salesforce lead
Integrate Salesforce and CRM mapping tools to map source fields and create a new lead record with contact details.
Salesforceor swap with your favorite app
4.Increment ad tracking counter
Integrate Zapier Tables and table records to increment the configured ad-tracking counter for the chosen attribution record.
Zapier Tablesor swap with your favorite app
5.Send server-side conversion
Integrate Facebook Conversions and attribution event delivery to send an Other Event using phone and email and computed value.
Facebook Conversionsor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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