1.Catch form submission payload
Integrate Webhooks by Zapier to capture the submission payload and extract lead fields to standardize CRM inputs.
Create CRM lead from web intake form submissions
Automatically catch web intake submissions across Webhooks by Zapier, Formatter by Zapier, and Microsoft Dynamics 365 CRM. Create and deduplicate CRM leads when submissions arrive, phone and names are normalized, and email or phone matches or failsβso you can contact new prospects without manual data entry.
How this automation creates clean CRM leads
When web intake submissions arrive, leads can stall in inboxes and spreadsheets. This automation catches payloads, normalizes contact data, checks for existing leads, and creates new Microsoft Dynamics 365 CRM recordsβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Normalize phone and name casing
Integrate Formatter by Zapier and contact formatting tools to convert telephone to E.164 and tidy name casing for lead creation.
Formatter by Zapieror swap with your favorite app
3.Find lead by email or phone
Integrate Microsoft Dynamics 365 CRM and CRM lookup tools to search by email first, then by phone, and dedupe leads using the submission ID.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Create lead from submission data
Integrate Microsoft Dynamics 365 CRM and CRM record mapping to create a new lead and populate source notes from form name and traffic fields.
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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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