1.Catches event form submissions
Integrate Webhooks by Zapier and form fields to map submission payload data for routing and CRM matching.
Create or update event leads in your CRM
Automatically catch event form submissions across Webhooks by Zapier, Formatter by Zapier, Code by Zapier, and Salesforce. Create and update when form submissions are received, consent flags change, or acquisition dates updateβso you can update contacts, create leads, and store UTM attribution without manual data entry.
How this automation creates or updates event leads
When event form submissions arrive but contacts do not update, data falls out of sync and leads can be missed. This automation catches submissions, enriches fields, then finds matching contacts and creates or updates Salesforce recordsβso your team can capture consent and attribution fast.
Webhooks by Zapieror swap with your favorite app
2.Formats consent and acquisition dates
Integrate Formatter by Zapier and date formatting tools to convert dates into YYYY-MM-DD for CRM fields.
Formatter by Zapieror swap with your favorite app
3.Validates phone and builds match query
Integrate Code by Zapier and validation tools to confirm phone format and build match criteria for lookup.
Code by Zapieror swap with your favorite app
4.Finds matching contact records
Integrate Salesforce and CRM lookup tools to search for an existing contact by email and optional phone.
Salesforceor swap with your favorite app
5.Updates contact with consent and UTM
Integrate Salesforce and CRM update tools to map source fields and overwrite consent and attribution fields.
6.Creates a new lead when needed
Integrate Salesforce and CRM create tools to map source fields and create a lead with consent and UTM.
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Step 1
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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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