1.Catches health quiz submissions
Integrate Webhooks by Zapier, intake mapping, and payload parsing to receive quiz submissions and extract contact and intake fields.
When health quiz submissions come in without processing, coordinators lose same-day momentum. This automation catches quiz payloads, normalizes phone data, creates lead records, and notifies coordinators so your team can schedule calls quickly.
Integrate Webhooks by Zapier, intake mapping, and payload parsing to receive quiz submissions and extract contact and intake fields.
Integrate Formatter by Zapier and data formatting tools to normalize incoming phone numbers to E.164 for lead records.
Integrate Zapier Tables and dedupe matching tools to create a lead record, save the submission ID, and set outreach stage.
Integrate Slack and team messaging to post a lead summary with a table link so coordinators can act quickly.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.