1.Catches incoming webhook submissions
Integrate Webhooks by Zapier and webhook handlers to pass the raw payload forward for lead processing.
Create CRM lead and spreadsheet entry from webhook
Automatically catch webhook submissions across Webhooks by Zapier, Code by Zapier, Zapier Tables, Microsoft Dynamics 365, and Microsoft Excel. Create and update when a payload includes a new email, normalized phone, or campaign value β so you can create leads, prevent duplicates, and log reporting rows without manual data entry.
How this automation accelerates your CRM data entry
When webhook submissions land with inconsistent phone formats, errors can stall lead creation and pollute CRM records. This automation normalizes phone numbers, deduplicates by email and campaign, creates Microsoft Dynamics 365 leads, and logs rows in Microsoft Excelβso your team can keep data clean.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone and generates external id
Integrate Code by Zapier and data normalization tools to convert phone values to E.164 and create a UUID external id.
Code by Zapieror swap with your favorite app
3.Finds duplicate by email and campaign
Integrate Zapier Tables and database lookup tools to search the table by email and campaign and detect duplicates.
Zapier Tablesor swap with your favorite app
4.Creates CRM lead with mapped fields
Integrate Microsoft Dynamics 365 and CRM field mapping to create a lead and attach the campaign tag when no duplicate exists.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Appends reporting row for the submission
Integrate Microsoft Excel and reporting spreadsheets to add a row with timestamp, email, normalized phone, campaign, and UUID.
Microsoft Excelor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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