1.Catch incoming lead payload
Integrate Webhooks by Zapier and webhook inputs to capture raw lead payloads and start the lead intake flow.
When incoming lead payloads land without cleanup, bad data and duplicates can block reporting and follow-up. This automation normalizes inputs, enriches campaign metadata, filters blacklist matches, posts registration requests, and logs a consolidated intake row—so your team can follow up with confidence.
Integrate Webhooks by Zapier and webhook inputs to capture raw lead payloads and start the lead intake flow.
Integrate Formatter by Zapier and validation rules to normalize fields, remove phone whitespace, and format phone tokens.
Integrate Code by Zapier and reporting data to attach segment, source, medium, campaign tags, and today’s date.
Integrate Google Sheets and spreadsheet lookups to search the blacklist worksheet by formatted phone token and filter matches.
Integrate Webhooks by Zapier and request formatting to POST cleaned contact fields and campaign metadata as an XML request.
Integrate Google Sheets and reporting spreadsheets to append a new intake row with metadata, contact fields, and POST results.
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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Marcelo Lebre, Co-Founder
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Raphael Bochner, Founder and CIO
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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
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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.