1.Catch incoming webhook
Integrate Webhooks by Zapier and API inputs to capture incoming submission fields and surface object reference data for processing.
Update CRM records with unique learner numbers and trackers
Automatically monitor registration webhook submissions across Webhooks by Zapier and Google Sheets. Normalize learner identifiers, patch CRM records, and update tracker rowsβso you can avoid manual data cleanup, reconcile tracker mismatches, and prevent patch failures without manual reporting.
How this automation patches your CRM records
When webhook submissions land with inconsistent learner identifiers, records get corrupted and tracker rows fall out of sync. This automation normalizes identifiers, patches CRM records, and updates Google Sheets tracker statusβso your team can keep data accurate without manual cleanup.
Webhooks by Zapieror swap with your favorite app
2.Run JavaScript to normalize ID
Integrate Code by Zapier and data cleaning tools to normalize the learner identifier by stripping prefixes and trimming whitespace.
Code by Zapieror swap with your favorite app
3.Patch the CRM record
Integrate Webhooks by Zapier and CRM patching to apply the cleaned identifier and update the configured CRM identifier property.
4.Update or create tracker row
Integrate Google Sheets and spreadsheet lookups to match tracker rows and mark success or create a new audit row.
Google Sheetsor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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