1.Captures new webform submission
Integrate CallRail, webform payload tools, and data mapping to receive raw submission data and map variables to contact fields.
Create contact records from inbound web form submissions
Automatically monitor call-tracking webform submissions across CallRail and Hatch. Parse names, create contact records, and POST normalized lead payloads when new webform submissions received, leads qualify, or landing page submissions capturedβso you can reduce data entry, improve contact quality, and route leads automatically.
How this automation creates clean contacts
When a call-tracking form submission is captured, delays can derail lead routing and duplicate records. This automation filters and parses submissions, creates contact records, and posts normalized lead payloadsβso your team can follow up fast.
CallRailor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier, lead criteria tools, and workflow rules to continue only for qualifying submissions and block non-leads.
Filter by Zapieror swap with your favorite app
3.Parses full name
Integrate AI by Zapier, name parsing tools, and data transformers to split the full name into parsed first and last name.
AI by Zapieror swap with your favorite app
4.Creates contact record
Integrate Hatch, contact data tools, and queue assignment to create the contact and map phone, email, and source.
Hatchor swap with your favorite app
5.Posts lead payload
Integrate Webhooks by Zapier and JSON endpoint tools to POST the normalized contact and original submission to your lead endpoint.
Webhooks by Zapieror swap with your favorite app
Automate your work, your way
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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.
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