1.Catches incoming webhook payload
Integrate Webhooks by Zapier and webhook handling to map the opportunity reference to a variable for later matching.
Create site records from uploaded CSVs into CRM
Automatically ingest site CSV uploads across Webhooks by Zapier, SharePoint, and Salesforce. Create and update CRM site records and opportunities when a file notification arrives, a CSV is uploaded, or an opportunity reference is matchedβso you can reduce manual data entry, prevent row misses, and review errors without spreadsheets.
How this automation creates clean CRM site records
When a site CSV upload arrives without consistent mapping, manual entry can introduce errors and delay opportunity setup. This automation captures webhook file details, imports CSV line items, and creates and updates Salesforce records with contract dates and error notesβso your team can onboard sites faster.
Webhooks by Zapieror swap with your favorite app
2.Finds the CSV file
Integrate Microsoft SharePoint and file retrieval to locate the uploaded CSV and pass the file body forward.
Microsoft SharePointor swap with your favorite app
3.Imports CSV into line items
Integrate Formatter by Zapier and CSV parsing to convert the file body into structured line items for looping.
Formatter by Zapieror swap with your favorite app
4.Loops through each CSV row
Integrate Looping by Zapier and data mapping to transform CSV columns into CRM site fields per row.
Looping by Zapieror swap with your favorite app
5.Creates Site records and updates Opportunity
Integrate Salesforce and CRM record creation to create Site records and update the originating Opportunity after the run.
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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