1.Receive new lead and source fields
Integrate Luxury Presence and CRM lead fields to capture source URL, contact details, and inquiry text to create auditable payloads.
Add website inquiries to CRM with source tags
Automatically capture new leads across Luxury Presence, Formatter by Zapier, and Follow Up Boss. Create and update when new lead arrives, inquiry submitted, or form is sentβso you can apply source tags, create website events, and add contacts without manual data entry.
How this automation protects tagged CRM inquiries
When new leads land with unknown or inconsistent source information, records become hard to audit and route. This automation maps source URLs to tags and creates tagged website inquiries and contact updates in Follow Up Bossβso your team can attribute inquiries and measure ROI faster.
Luxury Presenceor swap with your favorite app
2.Lookup source URL tag
Integrate Formatter by Zapier and data lookup tools to match the source URL to a source tag and apply a fallback tag.
Formatter by Zapieror swap with your favorite app
3.Create website inquiry with tags
Integrate Follow Up Boss and CRM contact data tools to create a website event, map fields, and attach person tags.
Follow Up Bossor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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