How a Global Marketing Team Started Automating Lead Flow With Zapier
If you work in a large organization juggling Marketo, Microsoft Dynamics, and LinkedIn, and feel like your systems just don’t talk to each other, this story will resonate. A global B2B marketing team came to us with one simple question: “What can we actually automate with Zapier?” The answer gave them clarity, confidence, and a clear path to modernize their lead flow.
Disconnected Systems, Delayed Leads, and Too Much Manual Work
This enterprise marketing team was generating leads from LinkedIn campaigns, collecting them through Marketo forms, and managing customer data in Microsoft Dynamics. But each platform worked in isolation. That meant delays, handovers, and lost visibility across the funnel.
The team wasn’t ready to automate yet due to internal IT policies. Their goal was to explore what Zapier could do and understand how these platforms could eventually work together in a safe and structured way.
Helping the Team Visualize What Automation Could Look Like
Instead of jumping into implementation, we guided their team through a hands-on walkthrough. Here’s what we showed them:
- How Zapier connects apps through a trigger-and-action structure
- How to send new Marketo form submissions directly to LinkedIn Campaign Manager using the conversions API
- How to map lead data such as email addresses and names into Microsoft Dynamics
- How to build a flexible automation setup that works with their internal approval process
One team member summed it up clearly:
“It helped me see how everything fits together. We don’t have to stay stuck doing things manually.”
What They Gained from a Single Call
- A step-by-step understanding of how to integrate LinkedIn, Marketo, and Dynamics
- A workflow example tailored to their marketing stack and goals
- Confidence that automation is possible without deep technical skills
- The ability to move forward internally or request external support when ready
The Result: A Clear Plan and Full Alignment
This global team didn’t automate anything yet, but they left the call with everything they needed to start. With internal clarity and cross-platform visibility, they are now ready to improve lead management, reduce manual work, and act on data faster.
→ Curious if Zapier can actually fit into your enterprise stack?
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