1.Monitor new customer created
Integrate Timely and appointment tools to detect each new customer event to route client data to your lead flow.
Add new client records to central lead system
Automatically monitor new customer created events across Timely and Webhooks by Zapier. Create and update lead records when new client profiles are captured, email or phone is present, or SMS consent is flaggedβso you can keep reception and marketing aligned without manual data entry.
How this automation keeps your lead database current
When new customer created triggers in Timely, leads can stall in inboxes and reception cannot confirm consent context. This automation posts validated lead payloads and creates or updates recordsβso your team can act on fresh interest without chasing details.
Timelyor swap with your favorite app
2.POST contact and consent fields
Integrate Webhooks by Zapier and lead endpoints to post mapped fields to your central lead system to populate contact records.
Webhooks by Zapieror swap with your favorite app
3.Validate payload before forwarding
Integrate Webhooks by Zapier and data validation tools to filter to contacts with email or phone to send only complete leads.
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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.
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