1.Catches inbound web form payload
Integrate Webhooks by Zapier to extract submission fields like company, name, email, phone, subject, and message.
Create prospect, contact and opportunity from web form
Automatically capture inbound web form payloads across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, and Sellsy. Create and update when subject keywords match, required fields are included, or email matches existing contactsβso you can create companies, create linked contacts, and create opportunities without manual CRM data entry.
How this automation creates CRM prospects
When web form submissions arrive, delays can cost pipeline and slow follow-up. This automation catches payloads, filters and formats fields, then creates company and contact records and adds an opportunity in Sellsyβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Continues only for qualifying records
Integrate Filter by Zapier to continue only when subject and message contain qualifying keywords and key fields are present.
Filter by Zapieror swap with your favorite app
3.Splits full name into parts
Integrate Formatter by Zapier to split full name into forename and surname output fields.
Formatter by Zapieror swap with your favorite app
4.Creates company prospect record
Integrate Sellsy to create a company, map corporate type, and set the configured prospect stage.
Sellsyor swap with your favorite app
5.Creates linked contact record
Integrate Sellsy to create a contact, map email and phone, and link it to the created company record.
6.Creates linked opportunity for follow-up
Integrate Sellsy to create an opportunity linked to company and contact, map the submission message, and set funnel and stage.
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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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