1.Catches incoming web form submissions
Integrate Webhooks by Zapier and form capture tools to catch new submissions and route them into the workflow.
Add web tax leads to sheet and notify intake team
Automatically catch new tax relief lead submissions across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Google Sheets, and Gmail. Instantly sync into your intake spreadsheet and notify the intake team when filtered records are decoded and loggedβso you can act on leads without manual intake and follow-up.
How this automation speeds up new tax lead intake
When tax relief leads arrive from a web form, delays can stall outreach and reduce conversion. This automation catches submissions, filters and decodes campaign fields, logs to Google Sheets, and emails an immediate team notificationβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying submissions
Integrate Filter by Zapier and validation tools to block test or malformed records and continue only for qualifying leads.
Filter by Zapieror swap with your favorite app
3.Extracts and decodes campaign fields
Integrate Formatter by Zapier and URL parsing tools to extract UTM parameters and decode landing page values into campaign fields.
Formatter by Zapieror swap with your favorite app
4.Finds existing row by email
Integrate Google Sheets and spreadsheet matching tools to find a row by email and map source fields into columns.
Google Sheetsor swap with your favorite app
5.Creates intake row when missing
Integrate Google Sheets and spreadsheet creation tools to create a new intake row with created date and parsed fields.
6.Sends instant intake notification
Integrate Gmail and email notification tools to send an immediate message with mapped lead details and the intake row reference.
Gmailor 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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