1.Catch hook for new form submission
Integrate Webhooks by Zapier to receive payload data and capture the submission ID and raw fields to structure lead inputs.
Add incoming form leads to client leads sheet
Automatically capture new incoming form submission payloads across Webhooks by Zapier. Normalize lead fields and create Google Sheets rows when submissions match qualifying enquiry types, so you can triage enquiries, route follow-up, and keep account managers moving without manual data entry.
How this automation accelerates your lead intake
When a new incoming form submission arrives, unstructured leads can stall account manager follow-up. This automation captures web form payloads, filters qualifying enquiries, and creates normalized lead rows in Google Sheetsβso your team can act on every enquiry fast.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying enquiry types
Integrate Filter by Zapier to screen submission fields and pass only qualifying enquiry types to reduce lead noise.
Filter by Zapieror swap with your favorite app
3.Transforms date and phone fields
Integrate Formatter by Zapier to convert timestamps and format phone numbers to normalize contact fields.
Formatter by Zapieror swap with your favorite app
4.Normalizes source channel label
Integrate Code by Zapier and data normalization tools to map source fields into a single channel label to standardize attribution.
Code by Zapieror swap with your favorite app
5.Creates spreadsheet lead row
Integrate Google Sheets and spreadsheet automation tools to create a new row and map columns to insert triage-ready lead details.
Google Sheetsor swap with your favorite app
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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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