1.Detect new lead submission
Integrate StreetText to trigger the workflow when a new lead is submitted for conversion.
When a new lead form submission lands, delayed follow-up can lose contact fast. This automation cleans lead data and creates CRM leads and posts Slack alertsβso your team can call back immediately.
Integrate StreetText to trigger the workflow when a new lead is submitted for conversion.
Integrate Formatter by Zapier and data cleanup tools to clean and normalize lead fields for CRM creation.
Integrate Sierra Interactive and CRM tools to create a lead record and apply tags and lead type.
Integrate Slack and messaging tools to send a leads channel message with call-back instructions.
Integrate Slack and ops workflows tools to send an ops checklist for enrichment like tagging and address lookup.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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