1.Receives new lead payload
Integrate WhatConverts and ad mapping tools to capture incoming lead data and map fields to your enquiry inputs.
Create enquiry card and add ad lead to list
Automatically monitor new lead payloads across WhatConverts and your lead management stack. Create and update when new lead arrives, ad sourced conversion happens, or key fields validateβso you can create enquiry items, add subscribers to Mailchimp, and keep contact data current without manual data entry.
How this automation converts ad leads into enquiry records
When new lead payloads arrive in WhatConverts, unprocessed leads slip through and follow up gets delayed. This automation filters qualifying records, normalizes contact data, creates enquiry items in monday.com, and adds or updates subscribers in Mailchimpβso your team can nurture faster.
WhatConvertsor swap with your favorite app
2.Continues only for ad sourced leads
Integrate Filter by Zapier and campaign filters to continue only for qualifying ad sourced lead records.
Filter by Zapieror swap with your favorite app
3.Normalizes contact data
Integrate Formatter by Zapier and contact normalization tools to format phone numbers and clean email case.
Formatter by Zapieror swap with your favorite app
4.Creates enquiry item
Integrate monday.com and workflow boards to create an enquiry item with mapped title, fields, status, and notes.
monday.comor swap with your favorite app
5.Adds or updates subscriber
Integrate Mailchimp and email marketing tools to add or update subscribers using mapped name and email.
Mailchimpor 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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