1.New lead form submission triggers
Integrate TikTok Lead Generation and form data to capture study lead submissions and start recruitment follow-up.
Add study lead ad responses to recruitment list
Automatically route new lead form submissions from TikTok Lead Generation across Microsoft Outlook, SimpleTexting, Microsoft Excel, and Webhooks by Zapier. Create and update when lead form submissions come in, new study inquiries arrive, or qualifying responses are receivedβso you can notify coordinators, send confirmations, and log prospects without manual follow-up.
How this automation routes study leads to recruitment tracking
When TikTok Lead Generation receives a new lead form submission, delayed follow-up can lose interested volunteers. This automation routes responses, sends confirmations, and creates or updates prospectsβso your team can update recruitment records quickly.
TikTok Lead Generationor swap with your favorite app
2.Send internal notification email
Integrate Microsoft Outlook and email templates to notify coordinators by sending mapped campaign and time context to your inbox.
Microsoft Outlookor swap with your favorite app
3.Send thank-you email to lead
Integrate Microsoft Outlook and personalization tokens to send a thank-you email to each study lead with mapped name fields.
4.Send SMS to lead
Integrate SimpleTexting and SMS messaging to send an opt-out compliant confirmation when a valid phone number is present.
SimpleTextingor swap with your favorite app
5.Add row to shared workbook
Integrate Microsoft Excel and spreadsheet reporting tools to add a mapped row for key lead fields and campaign tags.
Microsoft Excelor swap with your favorite app
6.Post to recruitment API
Integrate Webhooks by Zapier and recruitment APIs to create or update a prospect in your tracking system.
Webhooks by Zapieror swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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