1.Catches raw investor submissions
Integrate Webhooks by Zapier and capture the raw payload to save it for audit in a raw-data column.
Add parsed investor leads to intake sheet for advisors
Automatically catch raw investor submissions across Webhooks by Zapier, AI by Zapier, Formatter by Zapier, Filter by Zapier, and Google Sheets. Create and update when parsed leads qualifyβso you can route new leads, parse investment intent, and append standardized intake rows without manual intake.
How this automation accelerates advisor lead intake
When raw investor submissions arrive, delays can stall qualification and slow advisor outreach. This automation catches webhook payloads, parses lead fields, generates routing tokens, and creates intake sheet rowsβso your team can qualify faster.
Webhooks by Zapieror swap with your favorite app
2.Parses lead from freeform text
Integrate AI by Zapier and parse freeform text to output structured contact fields, intent details, and notes.
AI by Zapieror swap with your favorite app
3.Generates routing token
Integrate Formatter by Zapier and generate routing tokens to split incoming leads for load distribution.
Formatter by Zapieror swap with your favorite app
4.Filters qualifying leads
Integrate Filter by Zapier and continue only when required parsed fields and numeric investment indications are present.
Filter by Zapieror swap with your favorite app
5.Creates spreadsheet row
Integrate Google Sheets and create a new row by mapping parsed fields, routing token, and raw payload reference.
Google Sheetsor swap with your favorite app
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