1.Catches intake webhook payload
Integrate Webhooks by Zapier and inbound form webhooks to capture submission payloads for processing.
Create new intake lead from incoming form webhook
Automatically catch incoming intake submissions across Webhooks by Zapier, Formatter by Zapier, and Dazos CRM. Create and update CRM leads when referral payloads arrive, then normalize fields and add source detailsβso coordinators handle outreach without manual data entry.
How this automation creates CRM lead records
When intake submissions hit a webhook, delays and errors can leave leads without outreach. This automation captures payloads, normalizes fields, and creates CRM leads with source attribution and duplicate safeguardsβso your team avoids rework.
Webhooks by Zapieror swap with your favorite app
2.Normalizes lead fields
Integrate Formatter by Zapier and data mapping tools to normalize contact fields and set defaults.
Formatter by Zapieror swap with your favorite app
3.Creates CRM lead record
Integrate Dazos CRM and CRM field mapping to create leads with contact, referral, and source details.
Dazos CRMor swap with your favorite app
4.Finds or tags duplicates
Integrate Dazos CRM and duplicate detection to find matching leads and create or tag for review.
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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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