1.Catches incoming lead payloads
Integrate Webhooks by Zapier and site form capture to parse lead payloads and map email and tracking fields.
Add incoming leads to CRM and tag them
Automatically capture incoming lead payloads across Webhooks by Zapier and Keap. Create and update when email fields appear, tracking fields include campaign data, or leads fail opt-in validationβso you can create contacts, apply campaign tags, and forward leads to partners without manual follow-up.
How this automation routes qualified leads faster
When incoming lead payloads are caught, manual routing breaks and leads wait. This automation captures lead payloads, creates or updates Keap contacts and tags, and forwards leads to a partner endpointβso your team routes faster.
Webhooks by Zapieror swap with your favorite app
2.Creates or updates a contact
Integrate Keap and CRM contact records to map fields and create a contact when no existing match is found.
Keapor swap with your favorite app
3.Adds a campaign tag
Integrate Keap and tagging rules to apply the configured campaign tag to the created or updated contact.
4.Updates opt in details
Integrate Keap and opt in tracking to set email status, record a single opt-in, and store the opt-in source.
5.Posts to partner lead endpoint
Integrate Webhooks by Zapier and partner endpoints to forward lead payload data for downstream partner processing.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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