1.New lead
Integrate WhatConverts and lead intake tools to capture new web and call leads to start the workflow.
Add incoming web and call leads to sheet
Automatically monitor new web-form and call leads across WhatConverts and Google Sheets. Create spreadsheet rows with clean contact fields when web-form leads arrive, call leads are captured, or configured-source leads appearβso you can avoid manual data entry, cleanup, and delays.
How this automation creates ready-to-use lead records
When new web and call leads arrive in WhatConverts, messy fields can slow outreach and waste manager time. This automation filters qualifying leads and normalizes lead fields and creates a Google Sheets rowβso your team can act on clean lead data fast.
WhatConvertsor swap with your favorite app
2.Continue only for qualifying leads
Integrate Filter by Zapier and lead filtering rules to check lead type and source to gate downstream rows.
Filter by Zapieror swap with your favorite app
3.Normalize timestamps
Integrate Formatter by Zapier and timezone mapping tools to convert source date and time to formatted fields for consistency.
Formatter by Zapieror swap with your favorite app
4.Normalize contact text
Integrate Formatter by Zapier and contact cleaning tools to trim names, normalize phone numbers, and remove line breaks.
5.Create spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to create a master worksheet row with date, time, and source columns.
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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