1.Catch EOI POST payload
Integrate Webhooks by Zapier and input field extraction tools to process EOI submission data into structured CRM fields.
Create CRM interest and contact from EOI form submission
Automatically capture EOI submission fields across Webhooks by Zapier and Salesforce. Create CRM records, assign owners, and notify internal recipients when EOI submission arrives, consent flags update, or property details submitβso you can skip manual data entry.
How this automation accelerates CRM outreach
When EOI submissions arrive without structured CRM fields, follow-up can stall and records stay incomplete. This automation receives the EOI payload and creates Salesforce locality, contact, property, and interest records and notifies internal ownersβso your team can start outreach immediately.
Webhooks by Zapieror swap with your favorite app
2.Find or create Locality
Integrate Salesforce and address mapping tools to match locality by name and postcode and to set the configured owner.
Salesforceor swap with your favorite app
3.Find or create Contact
Integrate Salesforce and contact matching tools to match by email or phone and to create a contact when no match exists.
4.Find or create Property
Integrate Salesforce and property address mapping tools to create a property, link it to locality, and set the web EOI origin.
5.Create Interest and notify
Integrate Salesforce and email notification tools to create interest records, update consent and funding preferences, and alert owners.
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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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