Zapier Setup Guide: Webhook to Salesforce Lead Creation

Step 1: Set Up the Webhook Trigger

1. In Zapier, create a new Zap.

2. Choose Webhooks by Zapier as the trigger app.

3. Select Catch Hook as the trigger event.

4. Zapier will provide you with a custom webhook URL. Copy this to use with your external system (e.g., CaptureNow).

Step 2: Test the Webhook

1. Send a sample call from your system to the webhook.

2. Zapier will capture the sample data and display it in the test window.

3. Confirm the fields like First Name, Last Name, Phone Number, Email, Case Summary, etc.

Captured Data Sample

Step 3: Connect Salesforce as the Action App

1. Add an Action step.

2. Choose Salesforce as the app.

3. Select Create Lead as the event.

Step 4: Map Webhook Data to Salesforce Fields

1. Map the fields from your webhook payload to corresponding Salesforce lead fields (e.g., First Name, Last Name, Email, Phone).

2. Optional: Add static or conditional values (e.g., Lead Source = “CaptureNow”).

Salesforce Field Mapping

Step 5: Verify in Salesforce

1. Once the test is successful, log into Salesforce and navigate to Leads.

2. Confirm that a new record is created with the correct data.

Example Lead in Salesforce