1.Catches hook landing submission
Integrate Webhooks by Zapier and API intake to extract submission fields and capture a submission ID for dedupe fallback.
Create segmented CRM leads from landing page submissions
Automatically catch landing page submission webhooks across Webhooks by Zapier and CRM tools. Create segmented CRM leads and tag each record by campaign when submissions arrive, so you can speed up nurture and reporting without manual list building.
How this automation creates segmented CRM leads
When landing page submission webhooks arrive, leads can get stuck unsegmented and reporting slows down. This automation captures submission data, formats employment codes and branches records, and creates Dynamics 365 CRM leads with campaign taggingβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Looks up employment codes
Integrate Formatter by Zapier and lookup tables to translate employment answers into a standardized employment code for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Branches by employment category
Integrate Filter by Zapier and routing logic to continue only for qualifying employment categories per path.
Filter by Zapieror swap with your favorite app
4.Creates categorized CRM lead
Integrate Microsoft Dynamics 365 CRM and CRM mapping tools to create a lead with owner assignment, employment fields, and campaign-tagged notes.
Microsoft Dynamics 365 CRMor swap with your favorite app
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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