1.Catches incoming web submissions
Integrate Webhooks by Zapier to catch each submission and start the lead intake flow.
Create CRM lead and notify reps via SMS and email
Automatically convert incoming web submissions into CRM leads across Webhooks by Zapier, SQL Server, LeadConnector, and Twilio and Gmail. Create and update when new web submissions arrive, phone details are provided, or webhook timestamps postβso you can format intake fields, deduplicate leads, and notify reps without manual entry.
How this automation accelerates your lead capture
When webhooks arrive with prospect details, delays can cause missed follow-up and duplicate CRM leads. This automation formats intake fields, upserts lead records, and notifies repsβso your team can respond immediately with full context.
Webhooks by Zapieror swap with your favorite app
2.Formats incoming values
Integrate Formatter by Zapier to format phone numbers into E.164 and convert timestamps into intake dates.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead row
Integrate SQL Server and reporting tools to search your central lead table and detect existing lead matches.
SQL Serveror swap with your favorite app
4.Creates or updates lead row
Integrate SQL Server and database tools to upsert submission details into the lead table when matches are found or not.
5.Upserts contact and opportunity
Integrate LeadConnector to add or update contact and opportunity records with submission notes for rep context.
LeadConnectoror swap with your favorite app
6.Notifies reps by SMS and email
Integrate Twilio and Gmail to send SMS alerts and email copies to configured recipients with prospect summaries.
Gmailor 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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