1.Catch Hook and extract payload
Integrate Webhooks by Zapier and webhook intake tools to extract submission fields like email and UTM values.
Create CRM lead and send instant welcome message
Automatically capture form submission payloads across Webhooks by Zapier, Keap, Filter by Zapier, Google Sheets, and Spoki. Create and update contacts, log responses, and send welcome messages when form submission arrives, email captured from payload, or opt in receivedβso you can create follow-up without manual follow-up.
How this automation accelerates your follow-up
When new opt in payloads arrive, slow handoffs can cause missed opportunities and lower conversion. This automation captures form fields, creates or updates CRM contacts and reporting rows, and sends timed welcome messagesβso your team can follow up instantly.
Webhooks by Zapieror swap with your favorite app
2.Creates or updates contact
Integrate Keap and CRM field mapping to create or update contact records and set opt-in status.
Keapor swap with your favorite app
3.Filters qualifying leads
Integrate Filter by Zapier and lead segmentation rules to continue only for matching region or qualifying answers.
Filter by Zapieror swap with your favorite app
4.Creates spreadsheet row
Integrate Google Sheets and reporting systems to log submission dates, answers, and UTM fields for ops handoff.
Google Sheetsor swap with your favorite app
5.Sends template welcome message
Integrate Spoki and messaging templates to send welcome messages and schedule follow-up by region or answer.
Spokior 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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