1.Catches incoming form submission
Integrate Webhooks by Zapier and form tools to capture new estimate requests to route them into your workflow.
Create booking leads from incoming website estimate requests
Automatically catch incoming estimate requests across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Gmail, and Google Sheets. Automatically create and update lead alerts when estimate request submitted, email is provided, or region is selectedβso you can add rows, notify branch inboxes, and standardize subjects without manual routing.
How this automation accelerates your lead intake
When new estimate requests arrive without a consistent next step, leads stall and coordinators waste time deciding where to send them. This automation catches webhook submissions, filters and formats the data, notifies branch inboxes, and adds rows to your central leads worksheetβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying estimate records
Integrate Filter by Zapier and validation rules to continue only for qualifying records to gate valid requests.
Filter by Zapieror swap with your favorite app
3.Formats timestamp and date fields
Integrate Formatter by Zapier and date tools to format the submission timestamp to year month day and a compact date string.
Formatter by Zapieror swap with your favorite app
4.Looks up branch sender details
Integrate Formatter by Zapier and lookup tables to map region or selector into branch sender name and reply to address.
5.Sends email to branch inbox
Integrate Gmail and email templates to notify the configured branch inbox and set reply to for the message.
Gmailor swap with your favorite app
6.Adds lead row to worksheet
Integrate Google Sheets and reporting fields to add a row to your central leads worksheet to log each estimate request.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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