1.Catches nomination submissions
Integrate Webhooks by Zapier and workflow mapping tools to receive the nomination form and map nominee and referrer fields.
Add nominated member to CRM and notify team
Automatically catch nomination submissions across Webhooks by Zapier and CRM tools. Send confirmations and updates when nomination submissions arrive, mappings complete, or webhook payloads landβso you can create CRM contacts, post team alerts, and confirm nominees without manual data entry.
How this automation creates CRM records from nominations
When nomination submissions arrive without automation, records stay incomplete and follow-ups get delayed. This automation captures nomination fields, creates CRM contact and deal records, and notifies your team and the nomineeβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Creates contact and nomination deal
Integrate Pipedrive and CRM pipelines to find or create a person, create a deal, and attach a nomination note.
Pipedriveor swap with your favorite app
3.Normalizes nominee phone to E.164
Integrate Formatter by Zapier and data validation tools to format the submitted phone value into E.164.
Formatter by Zapieror swap with your favorite app
4.Sends SMS confirmation
Integrate Twilio and SMS messaging tools to send a welcome and next steps SMS using the formatted phone.
Twilioor swap with your favorite app
5.Posts to membership updates channel
Integrate Slack and team collaboration tools to post nominee details and CRM links for membership manager triage.
Slackor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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