1.Catch new client created
Integrate Webhooks by Zapier to start the automation to create new lead records in your workflow.
Add new client leads to shared lead sheet
Automatically catch new client created leads across Webhooks by Zapier, Google Sheets, Facebook Conversions, and Gmail. Create and update records when client signup triggers, contact details arrive, or a lead intake is submittedβso you can log sheet rows, fire server-side lead events, and email sales without manual follow-up.
How this automation routes new leads to sales
When new client created events hit your webhook endpoint, leads can wait while follow-up dates and records get built manually. This automation transforms dates, logs leads to Google Sheets, triggers Facebook Conversions lead events, and emails salesβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Transforms signup date and follow-up time
Integrate Formatter by Zapier and date transform tools to add seven days to signup time to schedule follow-up timestamps.
Formatter by Zapieror swap with your favorite app
3.Filters for future follow-up dates
Integrate Filter by Zapier and conditional logic tools to continue only when the computed follow-up date is in the future to reduce bad writes.
Filter by Zapieror swap with your favorite app
4.Creates lead row in shared sheet
Integrate Google Sheets and spreadsheet tools to map signup fields to a worksheet column set to create a new lead row.
Google Sheetsor swap with your favorite app
5.Sends server-side lead event
Integrate Facebook Conversions and event tracking tools to send mapped contact fields and event timestamp to attribute lead sources and audiences.
Facebook Conversionsor swap with your favorite app
6.Emails sales with lead details
Integrate Gmail and email tools to send concise contact details and the lead row link to your sales inbox for immediate action.
Gmailor 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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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.
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