1.Catches Hook form payloads
Integrate Webhooks by Zapier and data mapping tools to capture form fields and pass submission variables to the workflow.
Create contact and pipeline record from website form
Automatically catch website form payloads across Webhooks by Zapier, Formatter by Zapier, and Zoho CRM. Create and update phone formatted matching contacts and pipeline recordsβso you can build accurate deal context and avoid manual data cleanup.
How this automation creates clean contacts and linked pipeline records
When website form payloads arrive, intake data can end up unstructured and slow down downstream outreach. This automation catches the payload, formats phone numbers, finds or creates contacts, and creates linked pipeline recordsβso your team can act on each submission faster.
Webhooks by Zapieror swap with your favorite app
2.Formats phone numbers
Integrate Formatter by Zapier and data validation tools to normalize phone values and output a formatted phone for matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching contacts
Integrate Bigin by Zoho CRM and CRM search tools to locate existing contacts by formatted phone and email.
Bigin by Zoho CRMor swap with your favorite app
4.Creates contact when missing
Integrate Bigin by Zoho CRM and CRM record tools to create a new contact on no match using submission fields.
5.Creates pipeline record
Integrate Bigin by Zoho CRM and CRM pipeline tools to create a linked deal, set stage, and add a Website tag.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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