1.Receives qualified session
Integrate Darwin AI and form capture tools to extract session fields and start contact creation from qualified sessions.
Create or update CRM contact from qualified session
Automatically convert a qualified session forwarded by Darwin AI into CRM contact records across Webhooks by Zapier and Code by Zapier. Create and update when contact matches by email and employee tier qualifiesβso you can build contacts, refresh summaries, and launch deals without manual data entry.
How this automation creates CRM contacts and deals
When a qualified session is forwarded, delayed capture can leave sales without current lead details. This automation extracts session fields, looks up or creates contacts, and updates summaries and dealsβso your team can reach qualified sessions faster.
Darwin AIor swap with your favorite app
2.Searches CRM for matching contact
Integrate Webhooks by Zapier and CRM lookup endpoints to search by contact email and return a matching contact ID.
Webhooks by Zapieror swap with your favorite app
3.Normalizes fields and tiers
Integrate Code by Zapier and data rules to evaluate contact presence and map employee count to a tier label.
Code by Zapieror swap with your favorite app
4.Creates or updates contact, and creates deal
Integrate Webhooks by Zapier and CRM record endpoints to create or patch contacts, then create deals for qualifying tiers.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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