1.Catches incoming chatbot submission
Integrate Webhooks by Zapier to capture new chatbot contact submissions and start lead enrichment.
Create CRM lead from chatbot contact and log data
Automatically catch incoming chatbot submissions across Webhooks by Zapier, Formatter by Zapier, Code by Zapier, Google Sheets, SharpSpring, and Google BigQuery. Create and update lead records and analytics rows when chatbot submission arrives, contact fields submit, or partner code is providedβso you can enrich leads, create CRM entries, and write attribution rows without manual lead entry.
How this automation accelerates lead capture and attribution
When incoming chatbot submissions land, delays can cause missed follow-up and incomplete attribution. This automation catches submissions, normalizes fields, enriches and upserts SharpSpring leads, and inserts analytics rowsβso your team can measure impact without manual data entry.
Webhooks by Zapieror swap with your favorite app
2.Normalizes contact inputs
Integrate Formatter by Zapier and data mapping tools to normalize phone and contact fields for lead creation.
Formatter by Zapieror swap with your favorite app
3.Generates localized timestamp
Integrate Code by Zapier and analytics processing tools to generate a localized date and time for reporting.
Code by Zapieror swap with your favorite app
4.Looks up email match in worksheet
Integrate Google Sheets and spreadsheet filters to look up matching records by normalized email.
Google Sheetsor swap with your favorite app
5.Creates or updates SharpSpring lead
Integrate SharpSpring and campaign tagging tools to create or update the lead with source, channel, and tags.
SharpSpringor swap with your favorite app
6.Inserts analytics row
Integrate Google BigQuery and reporting pipelines to write the attribution row for campaign analytics.
Google BigQueryor 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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