1.Catch and parse incoming payload
Integrate Webhooks by Zapier to parse payload fields and map submitter details into normalized CRM-ready data.
Create CRM leads and cases from website inquiry submissions
Automatically monitor website inquiry submissions across Webhooks by Zapier, Filter by Zapier, Paths by Zapier, and Salesforce. Create CRM leads and cases when submissions qualify or need fallbackβso you can eliminate manual data entry, speed routing, and capture campaign context without paperwork.
How this automation creates CRM leads and cases
When webhooks capture website inquiry submissions, teams face delays from manual CRM entry and duplicate cleanup. This automation parses payloads, filters and routes, and then creates Salesforce leads or casesβso your team can act on inquiries immediately.
Webhooks by Zapieror swap with your favorite app
2.Exclude newsletters and duplicates
Integrate Filter by Zapier to continue only for qualifying submissions and block newsletter hits and duplicate records.
Filter by Zapieror swap with your favorite app
3.Route based on normalized reason
Integrate Paths by Zapier to route leasing and filming reasons to the lead flow and all others to the case flow.
Paths by Zapieror swap with your favorite app
4.Create Salesforce Lead or Case
Integrate Salesforce to create a Lead or a Case with mapped contact details and website and UTM context.
Salesforceor swap with your favorite app
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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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