1.Catch incoming webhook
Integrate Webhooks by Zapier and webhook routers to map payload fields and receive the incoming investor event for processing.
Send tagged investor events to campaign intake queue
Automatically catch incoming investor events across Webhooks by Zapier and Filter by Zapier. Create campaign intake records when investor events arrive, delete events are excluded, or campaign markers matchβso you can route leads, enrich profiles, and forward qualifying data without manual intake.
How this automation protects campaign intake accuracy
When incoming investor events arrive but delete and non-matching payloads need review, routing gets delayed and teams lose visibility. This automation captures webhook signals, enriches investor details, and forwards qualifying records to your campaign intake queueβso your team can process leads without manual triage.
Webhooks by Zapieror swap with your favorite app
2.Stop deletes and filter
Integrate Filter by Zapier and rules engines to stop delete events and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Request token and investor details
Integrate Webhooks by Zapier and API enrichment tools to POST for an access token and GET investor details fields.
4.Filter by campaign markers
Integrate Filter by Zapier and UTM validation tools to continue only when campaign markers exist in returned UTM fields.
5.Post to campaign intake
Integrate Webhooks by Zapier and marketing intake endpoints to POST mapped investor fields to the campaign intake webhook.
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Step 1
Connect your tools
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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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