1.Receives enrollment form webhook
Integrate Webhooks by Zapier to capture submission data and submission id to centralize applicant intake fields.
Create CRM contact and registration record for applicants
Automatically capture applicant form submissions across Webhooks by Zapier and Formatter by Zapier. Create and update CRM contacts and application records in Salesforce when new submissions arrive, so you can prevent duplicates, store formatted phones, and log UTMs without manual data entry.
How this automation creates CRM records for applicants
When applicant submissions arrive but CRM details are handled by hand, duplicates and missing data can slow down follow-up. This automation receives enrollment webhooks, standardizes phone numbers, finds or creates Salesforce contacts, and creates linked application recordsβso your team records every submission accurately.
Webhooks by Zapieror swap with your favorite app
2.Formats source phone to E.164
Integrate Formatter by Zapier to format source phone to E.164 so CRM stores consistent phone values.
Formatter by Zapieror swap with your favorite app
3.Find or creates contact by email
Integrate Salesforce to search by email and find or create a Person contact so records stay connected.
Salesforceor swap with your favorite app
4.Updates contact with phone and links
Integrate Salesforce to update the contact with formatted phone and profile links so applicant details stay current.
5.Find or creates application record
Integrate Salesforce to find or create an application record and save UTMs and free-text responses for each submission.
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