1.Detect new client creation
Integrate Thryv and CRM records to detect new client creation for pilot discovery follow-up.
Add missed discovery leads to live tracking sheet
Automatically monitor new client creation across Thryv. Create and update pilot lead details across Google Sheets and Klaviyo when discovery calls are missed, unqualified records appear, or booking already happenedβso you can accelerate sheet updates, enrich subscribers, and alert the leads channel without manual follow-up.
How this automation accelerates follow-up for missed discovery leads
When new clients are created but discovery calls are missed, follow-up can stall and opportunities slip. This automation filters pilot leads, creates tracking rows, and enriches subscribers and posts Slack alertsβso your team can reach leads the same day.
Thryvor swap with your favorite app
2.Filters qualifying pilot leads
Integrate Filter by Zapier and CRM fields to continue only for qualifying pilot leads.
Filter by Zapieror swap with your favorite app
3.Waits for CRM custom fields
Integrate Delay by Zapier and CRM field timing to wait 10 minutes before lookups.
Delay by Zapieror swap with your favorite app
4.Adds missing leads to the sheet
Integrate Google Sheets and data lookups to add a new top row for unmatched leads.
Google Sheetsor swap with your favorite app
5.Enriches subscriber with context
Integrate Klaviyo and contact enrichment to find or create a subscriber and update custom properties.
Klaviyoor swap with your favorite app
6.Notifies leads channel for outreach
Integrate Slack and team messaging to post a contact summary and tracking-row link for quick follow-up.
Slackor swap with your favorite app
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