1.Catch Hook reschedule payload
Integrate Webhooks by Zapier and data mapping tools to receive the reschedule payload and populate contact and appointment fields.
Add or update contact for rescheduled walkthrough lead
Automatically catch rescheduled walkthrough lead payloads across Webhooks by Zapier and Salesforce. Create and update when reschedule webhook arrives, contacts match by email, or appointment time changesβso you can update contact records, set next meeting dates, and assign admissions owners without manual follow-up.
How this automation updates walkthrough contact details
When rescheduled walkthrough webhooks arrive, follow-up gets delayed and prospects slip through. This automation normalizes appointment details, finds or creates the contact in Salesforce, and updates next meeting fieldsβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Normalize appointment datetime
Integrate Formatter by Zapier and timezone tools to normalize the incoming appointment timestamp for accurate datetime storage.
Formatter by Zapieror swap with your favorite app
3.Find Contact by email or phone
Integrate Salesforce and CRM lookup tools to search Contacts by email, then mobile phone, and return the contact record ID.
Salesforceor swap with your favorite app
4.Branch on contact match
Integrate Paths by Zapier and routing logic to continue on found or not found paths based on contact ID presence.
Paths by Zapieror swap with your favorite app
5.Update or create Contact
Integrate Salesforce and CRM write tools to update an existing Contact or create a new one with walkthrough and next meeting fields.
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