1.Catch Hook lead submission
Integrate Webhooks by Zapier to receive payloads and extract identifiers and raw fields to route enrichment correctly.
Create enriched lead and forward to partner API
Automatically catch lead submissions across Webhooks by Zapier and enrich them with Zapier Tables and Formatter by Zapier. Post to a partner intake endpoint and trigger distribution and conversion tracking—so you can scale lead capture without manual dedupe, mapping, and forwarding.
How this automation streamlines partner lead distribution
When incoming lead submissions arrive, delays can break conversion tracking and cause duplicate records. This automation validates identifiers, normalizes contact data, posts to partner intake, and triggers distribution and tracking—so your team can scale lead enrichment without manual forwarding.
Webhooks by Zapieror swap with your favorite app
2.Find Record to dedupe leads
Integrate Zapier Tables and lead databases to search your Leads table by submission ID to detect existing records.
Zapier Tablesor swap with your favorite app
3.Normalize and lookup contact data
Integrate Formatter by Zapier and data mapping tools to format dates and translate labels to normalized codes.
Formatter by Zapieror swap with your favorite app
4.Post lead to partner intake
Integrate Webhooks by Zapier and secure credentials to POST the cleaned JSON payload to partner intake to forward leads on success.
5.Call reusable distribution workflow
Integrate Sub-Zap by Zapier and conversion tracking tools to record distribution outcomes and update internal tracking parameters.
Sub-Zap by Zapieror swap with your favorite app
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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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