1.Catches inbound lead payloads
Integrate Webhooks by Zapier to receive inbound lead payload and extract lead reference and support ticket id for processing.
When new lead payloads arrive, cases can stall without verified CRM context and correct ownership. This automation catches inbound lead payloads, looks up lead references, and updates tickets and deal and contact records—so your team can respond with confidence.
Integrate Webhooks by Zapier to receive inbound lead payload and extract lead reference and support ticket id for processing.
Integrate Google Sheets to look up the next lead reference in your worksheet and decide the processing flow.
Integrate Zendesk Sell to locate the deal and contact using the lead reference or fallback phone search.
Integrate Formatter by Zapier to format the contact address for a map link and normalize phone numbers for lookups.
Integrate Zendesk to update the ticket with a private comment linking the deal and map URL.
Integrate Zendesk Sell to update deal and contact owner and enroll the contact in your configured sequence if appropriate.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.