1.Monitors new contact submissions
Integrate Setmore Appointments and appointment form sources to capture incoming contact details from the booking widget and start the automation.
Create lead and intake task for new contacts
Automatically capture new contact details across Setmore Appointments and Smokeball. Create and update when booking widget contacts include an email or match an existing record or need lead intakeβso you can save lead records, create follow-up tasks, and route outreach without manual entry.
How this automation creates lead and intake follow-up
When new booking contacts arrive without a complete lead handoff, outreach gets delayed and intake coordinators miss urgent follow-ups. This automation captures contacts, filters for email-ready submissions, searches and formats contact data, then creates lead records and staffed intake tasksβso your team can act immediately.
Setmore Appointmentsor swap with your favorite app
2.Filters email-ready contacts
Integrate Filter by Zapier and data validation tools to continue only when the contact includes an email address and qualifies for follow-up.
Filter by Zapieror swap with your favorite app
3.Searches contacts by email
Integrate Smokeball and CRM tools to search for an existing contact by email so matching records can be reused or updated.
Smokeballor swap with your favorite app
4.Parses and normalizes fields
Integrate Formatter by Zapier and phone normalization tools to parse name, standardize phone, and extract area code for mapping.
Formatter by Zapieror swap with your favorite app
5.Creates lead record fields
Integrate Smokeball and CRM lead fields to create or map lead details from parsed contact values for new records.
6.Creates intake follow-up task
Integrate Smokeball and task management to create a staffed intake follow-up task with a same-day due date and mapped details.
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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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