1.Catch Hook webhook payload
Integrate Webhooks by Zapier and data extraction tools to receive the inbound payload and extract core submission fields to trigger the workflow.
Send representation agreement reminder email and log activity
Automatically catch incoming webhook payloads across Webhooks by Zapier, Salesforce, and Mailgun. Create and update when webhook arrives, signing link triggers, or trigger flags setβso you can match leads, send reminder emails, and log CRM outreach without manual logging.
How this automation preserves your CRM activity logs
When prospect webhooks arrive, delays can break audit visibility and stall follow-up. This automation captures intake signals, finds or creates the right CRM record, sends the reminder, and logs the outreach for intake visibilityβso your team can keep clean activity trails.
Webhooks by Zapieror swap with your favorite app
2.Find or create CRM record
Integrate Salesforce and CRM search tools to find a lead or contact by email and create a new lead if missing to map record data.
Salesforceor swap with your favorite app
3.Send reminder email via Mailgun
Integrate Mailgun and email templates to send the reminder message using the signing link and mapped intake fields to notify the recipient.
Mailgunor swap with your favorite app
4.Log outreach in CRM activity
Integrate Sub-Zap by Zapier and CRM activity logging tools to call the logging subflow and record the outreach details for audit visibility.
Sub-Zap by Zapieror swap with your favorite app
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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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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