1.Detect new form fillouts
Integrate SharpSpring and lead capture tools to detect new form fillout events and start the enrichment flow.
Add form responses to master leads sheet for campaigns
Automatically monitor new form fillout responses across SharpSpring and Google Sheets. Create and update intake rows when internal domain matches, qualifying form submissions arrive, or lead identifiers are provided—so you can create rows, enrich lead attributes, and update campaign fields without manual triage.
How this automation accelerates lead enrichment
When internal-domain submissions need manual review, triage slows and enriched leads get delayed. This automation monitors form fillouts, filters internal domains, creates intake rows, enriches lead and campaign details, and updates the master sheet—so your team can respond faster.
SharpSpringor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and email matching logic to drop internal-domain submissions and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Creates a master intake row
Integrate Google Sheets and spreadsheet intake workflows to create a new intake row with mapped contact and notes fields.
Google Sheetsor swap with your favorite app
4.Fetches lead details for enrichment
Integrate Webhooks by Zapier and marketing API endpoints to fetch lead details and enrich the row with returned attributes.
Webhooks by Zapieror swap with your favorite app
5.Fetches campaign information
Integrate Webhooks by Zapier and marketing API endpoints to fetch campaign info and capture the campaign name.
6.Updates the intake row
Integrate Google Sheets and field mapping workflows to update the created row with campaign and enrichment columns.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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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.
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