1.Catch incoming web lead
Integrate Webhooks by Zapier and webhook endpoint tools to ingest incoming web lead data for intake routing.
When an incoming web lead arrives, unverified contacts can clutter your marketing pipeline and waste review time. This automation normalizes fields, validates email and coverage, and posts verified leads while storing consent evidenceβso your team scales intake with confidence.
Integrate Webhooks by Zapier and webhook endpoint tools to ingest incoming web lead data for intake routing.
Integrate Formatter by Zapier and data formatting tools to normalize first and last names and lowercase emails.
Integrate Code by Zapier and email verification tools to validate emails and return a validated status.
Integrate Microsoft Excel and coverage lookup tools to find postal code matches and flag found or not-found.
Integrate Webhooks by Zapier and lead intake routing tools to post verified lead details when email is validated.
Integrate TrustedForm and consent evidence storage tools to retain the certificate URL with accepted lead info.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.