1.Captures new lead
Integrate CINC to capture the new lead event and pass it into your enrichment workflow.
Update incoming portal leads with verified phone numbers
Automatically monitor new lead events across CINC and Zapier. Create and update when new lead arrives or portal lead submitted or lead record created — so you can update lead phones, apply a phone placeholder, and replace it after the delay without manual data entry.
How this automation verifies your lead contact phones
When a new portal lead arrives without a verified phone, outreach gets delayed and agents must clean records manually. This automation filters leads, upserts records with a placeholder, waits, and updates the lead phone with verified details—so your team can contact confidently.
CINCor swap with your favorite app
2.Filters qualifying portal leads
Integrate Filter by Zapier and automation rules to continue only for leads from your configured portal source.
Filter by Zapieror swap with your favorite app
3.Creates or updates lead record
Integrate CINC to map source email and submission fields, and to write a placeholder phone when phone is missing.
4.Waits for contact details to populate
Integrate Delay by Zapier and timing controls to pause before updating so the source system can fill contact details.
Delay by Zapieror swap with your favorite app
5.Updates lead with verified phone
Integrate CINC to replace the placeholder with the source phone and update contact fields once they are available.
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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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