1.Catches incoming web inquiry hook
Integrate Webhooks by Zapier and webhook triggers to catch incoming submission payloads to start lead enrichment.
Add web inquiry submissions to your lead database
Automatically monitor web inquiry submissions across Webhooks by Zapier, Code by Zapier, Airtable, URL Shortener by Zapier, and SendGrid. Create and update lead records and send intake emails when web inquiry submitted, referrer captured, or session URLs includedβso you can capture leads, store session links, and notify your intake queue without manual data entry.
How this automation accelerates lead intake
When web inquiry submissions arrive via a webhook, manual triage slows follow-up and creates duplicate records. This automation runs transforms, creates and updates Airtable records, and sends intake emailsβso your team can respond with complete lead context without chasing links.
Webhooks by Zapieror swap with your favorite app
2.Transforms webhook payload fields
Integrate Code by Zapier and data transformation tools to normalize email casing and derive lead source to enrich lead fields.
Code by Zapieror swap with your favorite app
3.Formats DOB into MM/DD/YYYY
Integrate Code by Zapier and date formatting tools to convert incoming DOB or date fields to formatted DOB.
4.Creates lead record in Airtable
Integrate Airtable and database tools to map submission fields into a new lead record and set initial status.
Airtableor swap with your favorite app
5.Shortens session or contract URL
Integrate URL Shortener by Zapier and tracking tools to shorten the user session link for storage.
URL Shortener by Zapieror swap with your favorite app
6.Updates lead record with link
Integrate Airtable and database tools to update the created record with the shortened session link and final status.
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