1.Detect new contact
Integrate Follow Up Boss and CRM enrichment tools to trigger lead enrichment when a new contact is created in your CRM.
Create validated lead records from new CRM contacts
Automatically watch for new CRM contacts in Follow Up Boss across lead enrichment and routing. Get instant intake posts when contact IDs appear, contact records include phones, or contacts lack phone data—so you can enrich phones, route leads, and notify Sales Ops without manual follow-up.
How this automation validates your lead records
When new contacts arrive without consistent phone data, routing errors and slow outreach stall lead enrichment. This automation looks up normalized phone details, branches by phone quality, and posts verified leads to your intake endpoint and alerts Sales Ops—so your team enriches faster.
Follow Up Bossor swap with your favorite app
2.Delay routing 3 minutes
Integrate Delay by Zapier and workflow timing tools to wait 3 minutes before searching and routing enriched contact details.
Delay by Zapieror swap with your favorite app
3.Find contact by ID
Integrate Follow Up Boss and CRM lookup tools to find the matching contact and retrieve normalized phone, email, name, and tags.
4.Branch by phone presence
Integrate Paths by Zapier and decision logic tools to split routing based on phone presence and whether a country prefix exists.
Paths by Zapieror swap with your favorite app
5.POST intake for path A
Integrate Webhooks by Zapier and endpoint tools to POST mapped name, email, and normalized phone to your intake endpoint.
Webhooks by Zapieror swap with your favorite app
6.Extract country code for path B
Integrate AI by Zapier and data extraction tools to pull a country code from tags for phone composition.
AI 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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