1.Catch registrant webhook
Integrate Webhooks by Zapier and webhook handling tools to read each registrant payload to start customer entry.
Create customer and lot entries from registrant feed
Automatically catch registrant webhooks across Webhooks by Zapier and map config from Google Sheets. Create customer and optional lot records, then notify the assigned rep and write back external IDs so you can eliminate manual CRM data entry.
How this automation creates CRM records your team can trust
When registrant webhook payloads arrive, manual CRM entry can cause errors and delays for assigned reps. This automation creates customers and optionally creates lot records, then sends email alerts and writes back external IDsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Lookup API configuration row
Integrate Google Sheets and spreadsheet lookup tools to find the project API key to centralize CRM configuration.
Google Sheetsor swap with your favorite app
3.Find matching rep record
Integrate Zapier Tables and contact mapping tools to match the registrant owner to sales rep details to assign ownership.
Zapier Tablesor swap with your favorite app
4.POST create customer
Integrate Webhooks by Zapier and API tools to send a customer create request to store registrant data in your CRM.
5.POST create lot if selected
Integrate Webhooks by Zapier and CRM lot tools to create a lot record when lot selection is present to capture lot IDs.
6.POST update registrant integration
Integrate Webhooks by Zapier and integration endpoints to write back external customer and lot IDs to update source records.
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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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