1.Catch inbound lead webhook
Integrate Webhooks by Zapier and CRM tools to receive the inbound lead payload and map lead fields into your workflow.
Create or update inbound property lead record in CRM
Automatically capture inbound lead webhook payload across Webhooks by Zapier and Follow Up Boss. Create and update when lead payload received, contact found or matched, or pipeline stage needs settingβso you can update contacts, set stages, and create missing records without manual data entry.
How this automation creates clean CRM lead records
When inbound lead webhooks land without consistent mapping, leads can stall in the wrong stage and reps waste time re-entering fields. This automation captures payloads, finds or creates contacts, and sets pipeline stagesβso your team can act on every lead immediately.
Webhooks by Zapieror swap with your favorite app
2.Find matching contact
Integrate Follow Up Boss and CRM lookup tools to search by primary phone and continue when a match is found.
Follow Up Bossor swap with your favorite app
3.Update contact and stage
Integrate Follow Up Boss and lead routing tools to update contact fields and set the configured pipeline stage.
4.Create contact and stage
Integrate Follow Up Boss and CRM record creation tools to create a new contact and assign source and pipeline stage.
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Explore all CRM data entry automations
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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