1.Detects new customer
Integrate TeamUp and scheduling data to capture the new customer payload from your scheduling system.
Add new class customers to your marketing lead list
Automatically monitor new customer creation in TeamUp across lead and marketing tools. Add qualified customers to your marketing lead list by creating or updating contacts when outreach eligibility is confirmedβso you can grow audiences without manual list building.
How this automation builds your referral lead list
When new customers get created but stay unsegmented, your welcome outreach falls out of sync and opportunities are missed. This automation captures new customers, qualifies them, formats fields, and creates or updates CRM contacts so your team can add qualified leads to your audienceβso you can scale referral onboarding.
TeamUpor swap with your favorite app
2.Qualifies outreach eligibility
Integrate Filter by Zapier and consent checks to continue only for customers who qualify for outreach.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to normalize phone numbers and birth dates for contact mapping.
Formatter by Zapieror swap with your favorite app
4.Creates or updates CRM contact
Integrate Referrizer and lead audience tools to match by email and place contacts into your configured leads audience.
Referrizeror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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