1.Runs on daily set schedule
Integrate Schedule by Zapier and automation workflows to start the lead discovery flow on a configured daily time.
Add AI-sourced professional services leads to lead table
Automatically monitor scheduled lead sourcing runs across Zapier tools. Create and update lead table records when scheduled run starts, midday window opens, or time hitsβso you can extract qualified firms, map HR contacts, and log outcomes without manual prospecting.
How this automation adds qualified leads to your lead table
When a daily sourcing window starts, missed leads can stall same-day outreach and reduce pipeline freshness. This automation runs AI lead discovery, filters qualifying results, and creates records in Zapier Tablesβso your team can reach out faster.
Schedule by Zapieror swap with your favorite app
2.Discovers firms and extracts contacts
Integrate AI by Zapier and AI search tools to run a focused prompt and extract contact details into source fields.
AI by Zapieror swap with your favorite app
3.Maps AI results into table fields
Integrate Looping by Zapier and data mapping tools to iterate AI results and map source fields to table fields.
Looping by Zapieror swap with your favorite app
4.Filters to qualifying and unique records
Integrate Filter by Zapier and data validation tools to keep records with core contact data and remove duplicates.
Filter by Zapieror swap with your favorite app
5.Creates lead table record
Integrate Zapier Tables and database tools to create a lead record with mapped company and contact details.
Zapier Tablesor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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