1.Catches Hook webhook payload
Integrate Webhooks by Zapier and webhook tools to receive payload fields and map source project, contact, and customer data.
Create and update CRM contacts from webhook payload
Automatically catch incoming webhook payloads across Webhooks by Zapier and Zapier Tables and SuperOffice CRM. Create and update when project codes arrive, contact identifiers match, or customer details include company numbersβso you can upsert project rows, create or update contact and company records, and assign ownership without manual CRM updates.
How this automation upserts your CRM contact records
When new webhook payloads arrive, delays can cause duplicates and broken contact records. This automation catches the payload, finds or creates project rows, and finds or updates SuperOffice CRM contact and company recordsβso your team keeps data accurate.
Webhooks by Zapieror swap with your favorite app
2.Finds Record by project code
Integrate Zapier Tables and data lookup tools to search your Projects table and map project code to project ID.
Zapier Tablesor swap with your favorite app
3.Creates Record in Projects table
Integrate Zapier Tables and database tools to create a Projects row when no match exists using payload field mappings.
4.Finds Contact or Company
Integrate SuperOffice CRM and CRM search tools to look up contact or company records by contact code or company number.
SuperOffice CRMor swap with your favorite app
5.Creates or updates Contact and Company
Integrate SuperOffice CRM and CRM record tools to create missing records or update phone and email from the payload.
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