1.Catches contact form submission
Integrate Webhooks by Zapier, and lead capture tools to receive form payloads and create new lead intake signals.
Create CRM lead and notify the assigned agent
Automatically catch each website contact form across Webhooks by Zapier and Vaunt. Automatically create a CRM lead, assign the next agent, and send an SMS confirmation or log handoff details when contact data arrives, emails or phones match, or agent lookup failsβso you can capture intent, notify faster, and keep an audit trail without manual routing paperwork.
How this automation creates CRM leads faster
When catch hook submissions are not processed immediately, leads wait for manual capture and follow-up. This automation routes a new contact form through round robin assignment, creates a Vaunt lead, sends SMS via SMSLink, and appends a Google Sheets audit rowβso your team can respond while intent is high.
Webhooks by Zapieror swap with your favorite app
2.Reads and updates round robin
Integrate Storage by Zapier and workflow state tools to read the counter key, then increment or reset it.
Storage by Zapieror swap with your favorite app
3.Maps agent and splits names
Integrate Formatter by Zapier and data mapping tools to look up agent details and split names for CRM fields.
Formatter by Zapieror swap with your favorite app
4.Creates lead with assigned owner
Integrate Vaunt and form field mapping tools to create the lead and set the assigned owner from the lookup.
Vauntor swap with your favorite app
5.Sends SMS confirmation
Integrate SMSLink and messaging templates to send an SMS to the prospect and personalize it with agent context.
SMSLinkor swap with your favorite app
6.Appends audit handoff row
Integrate Google Sheets and reporting logs to append agent ID, timestamps, SMS status, and audit notes.
Google Sheetsor 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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