1.Catch enrollment payload
Integrate Webhooks by Zapier and inbound feed tools to capture enrollment payloads and extract contact and plan details.
Add and update enrollment contacts from webhook feed
Automatically monitor enrollment payloads across Webhooks by Zapier and CRM mapping tools. Create and update when qualifying enrollments arrive, so you can create contacts, apply routing tags, and keep plan details current without manual data entry.
How this automation updates your enrollment contact records
When enrollment payloads arrive, delays can stall outreach and verification. This automation captures submissions and filters qualifying records, then creates and updates contact details and tagsβso your team can act fast without manual rework.
Webhooks by Zapieror swap with your favorite app
2.Filter qualifying records
Integrate Filter by Zapier and data validation tools to continue only for submissions from the configured feed with required identifiers.
Filter by Zapieror swap with your favorite app
3.Add or update contact
Integrate LeadConnector and CRM field mapping tools to match by email, create new contacts, and apply plan details and tags.
LeadConnectoror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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