1.Catch consultation submission
Integrate Webhooks by Zapier and form submission delivery to capture hook payload details for lead creation.
Create consultation lead, calendar event, and notify team
Automatically capture consultation submissions across Webhooks by Zapier, Google Calendar, Google Sheets, Microsoft Outlook, and Klaviyo. Create and update when consultation form submissions, website requests arrive, or new booking messages hitβso you can create calendar placeholders, create lead rows, and add opt in subscribers without manual follow-up.
How this automation captures consultation leads end to end
When consultation submissions hit the catch hook endpoint, leads can stall before the intake team sees them. This automation creates provisional calendar events and lead rows and sends intake notificationsβso your team can capture every consultation without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Creates detailed provisional event
Integrate Google Calendar and scheduling tools to create a detailed event marked as provisional for each submission.
Google Calendaror swap with your favorite app
3.Formats event date for reporting
Integrate Formatter by Zapier and reporting tools to convert the event timestamp into a readable date string.
Formatter by Zapieror swap with your favorite app
4.Creates spreadsheet lead row
Integrate Google Sheets and data mapping to create a lead row with dates, contacts, and the event reference.
Google Sheetsor swap with your favorite app
5.Sends intake email notification
Integrate Microsoft Outlook and email delivery tools to notify the intake address with submission and sheet details.
Microsoft Outlookor swap with your favorite app
6.Adds subscriber record
Integrate Klaviyo and subscriber profile tools to add or match an email subscriber with practice area as a property.
Klaviyoor swap with your favorite app
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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