1.Catches incoming booking or intake payloads
Integrate Webhooks by Zapier and intake mapping tools to receive booking or intake payloads and route submission fields onward.
Add or update client and lead from webhook
Automatically catch incoming booking or intake payloads across Webhooks by Zapier and Boulevard. Create and update client and lead records when booking payloads arrive, intake form submissions hit, or service fields changeβso you can route follow-up, keep CRM contacts current, and stop manual data entry.
How this automation upserts lead-ready client records
When incoming booking or intake submission hits your hook, delays can stall follow-up and duplicate records. This automation standardizes phone data and upserts client and CRM contact recordsβso your team can act on new leads quickly.
Webhooks by Zapieror swap with your favorite app
2.Standardizes phone numbers to E.164
Integrate Formatter by Zapier and phone normalization tools to standardize the phone number and map it to the downstream field.
Formatter by Zapieror swap with your favorite app
3.Finds client by email
Integrate Boulevard and CRM matching tools to search by the mapped email and decide whether to update or create a client.
Boulevardor swap with your favorite app
4.Updates or creates the client record
Integrate Boulevard and record upsert tools to update an existing client or create a new client and return the client id.
5.Adds or updates contact in CRM
Integrate LeadConnector and contact routing tools to add or update the lead, set the lead flag, and apply an intake tag.
LeadConnectoror swap with your favorite app
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