1.Detects new lead
Integrate Check Cherry and form intake tools to capture each inquiry and pass raw submission fields into the workflow.
Create and record event leads from new inquiries
Automatically monitor new lead inquiries in Check Cherry and route standardized event leads across your lead capture stack. Create and record leads when inquiries arrive, so you can normalize fields, enrich contact matches, and add booking-ready records without manual paperwork.
How this automation records event leads from inquiries
When new lead inquiries come in, delays can stall booking coordinator triage. This automation formats fields, finds or creates contacts and leads, and assigns them to your booking queueβso your team can respond faster.
Check Cherryor swap with your favorite app
2.Normalizes lead fields
Integrate Formatter by Zapier and data formatting tools to normalize phone, event date and time, and venue fields from submissions.
Formatter by Zapieror swap with your favorite app
3.Creates CRM lead and assigns
Integrate Check Cherry and CRM tools to find or create contacts, build lead records, and assign them to the booking queue.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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