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Workflow

Push a lead to your CRM

trigger → agent step → action webhook → action slack

Description

Set the URL on the Webhook node to your CRM or Zapier endpoint. The agent is there to normalise fields that arrive in whatever shape the form sends.

How do you set this up?

  1. 1Step 1 — review the “trigger” node.
  2. 2Step 2 — review the “agent step” node.
  3. 3Step 3 — review the “action webhook” node.
  4. 4Step 4 — review the “action slack” node.
  5. 5Run the workflow, then tweak prompts to match your brand.

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