1.Catches inbound lead payload
Integrate Webhooks by Zapier and API ingestion tools to capture submission IDs and raw lead fields to route new records.
Add new customer records from inbound lead submissions
Automatically catch inbound lead payloads across Webhooks by Zapier and Formatter by Zapier. Normalize contact data, create customer records, and apply marketing tags when lead payload arrives, submission IDs appear, or form data postsβso you can create records, route outreach, and segment contacts without manual data entry.
How this automation creates tagged customer records
When inbound leads arrive without consistent capture, marketing segmentation breaks and outreach gets delayed. This automation catches submissions, formats contact data, creates customers, and applies marketing tagsβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes contact data
Integrate Formatter by Zapier and data standardization tools to format phones to E.164 style and normalize email casing to structure fields.
Formatter by Zapieror swap with your favorite app
3.Creates customer record
Integrate ServiceTitan and customer data tools to map lead fields to customer and billing location fields to create a new customer record.
ServiceTitanor swap with your favorite app
4.Applies tag or customer type
Integrate ServiceTitan and marketing segmentation tools to apply the configured tag or customer type so outreach can be routed automatically.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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