1.Catches inbound submissions
Integrate Webhooks by Zapier, data routing tools, and lead forms to capture inbound submission data and start the enrollment flow.
When inbound submissions arrive, delays can stall nurture follow-up and reporting accuracy. This automation captures the webhook submission, identifies or creates the right Salesforce contact and account, enrolls the contact in a nurture campaign, and appends a tracking row—so your team can keep campaigns and reporting aligned.
Integrate Webhooks by Zapier, data routing tools, and lead forms to capture inbound submission data and start the enrollment flow.
Integrate Salesforce, CRM lookups, and attribution fields to search for the account by company name and return an Account ID.
Integrate Salesforce, CRM matching, and contact enrichment tools to find by email or create a new contact and link it to the account.
Integrate Salesforce, campaign management tools, and nurture workflows to add the contact to the configured nurture campaign for membership tracking.
Integrate Google Sheets, reporting tools, and analytics tracking to append submission fields into a worksheet for attribution and timestamps.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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