1.Catch Hook and extract lead fields
Integrate Webhooks by Zapier and payload parsing tools to extract core submission fields to centralize lead intake data.
Create centralized lead record and forward to partner
Automatically catch Hook lead submission payloads across Webhooks by Zapier and Zapier Tables. Forward qualified leads to a partner endpoint and create centralized intake records so you can reduce manual lead forwarding, speed up lead intake, and keep reporting consistent without manual reporting.
How this automation creates centralized lead intake
When lead webhooks arrive with inconsistent fields, delays and missed routing can stall partner follow-up. This automation catches payloads, routes qualifying records, forwards Path A to a partner, and creates intake rows in Zapier Tablesβso your team can track leads without manual handoffs.
Webhooks by Zapieror swap with your favorite app
2.Route payload to Path A or B
Integrate Webhooks by Zapier and routing rules to route qualifying payloads to the right path for partner forwarding.
3.POST Path A lead to partner endpoint
Integrate Webhooks by Zapier and API tools to send a standard POST to your partner endpoint for lead handoff.
4.Create intake record for Path B
Integrate Zapier Tables and database tools to create a new intake table row and log lead details for reporting.
Zapier Tablesor 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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