1.New contact captured
Integrate FunnelCockpit, contact intake tools, and lead sources to detect new email contacts and start lead onboarding.
Create lead card, send email and mobile alerts
Automatically monitor new email contacts across FunnelCockpit and lead and messaging tools. Create and update when lead cards and alerts are triggered when new email contact arrives or contact is captured or a new FunnelCockpit entry is addedβso you can create lead cards, send email alerts, and send mobile alerts without manual follow-up.
How this automation accelerates lead onboarding
When new email contacts come in, delays can stall outreach and waste campaign effort. This automation normalizes contact details and builds vCards, then creates lead cards and sends email and WhatsApp alertsβso your team can respond faster.
FunnelCockpitor swap with your favorite app
2.Formats contact timestamp
Integrate Formatter by Zapier, data formatting tools, and reporting systems to format the contact timestamp into a readable date field.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone for mobile
Integrate AI by Zapier and phone parsing tools to normalize phone into a numeric string for mobile links.
AI by Zapieror swap with your favorite app
4.Builds vCard file
Integrate Files By Zapier, contact card templates, and file generation to build a vCard and create a .vcf file.
Files By Zapieror swap with your favorite app
5.Shortens vCard link
Integrate URL Shortener by Zapier and link management to shorten the vCard file URL for internal sharing.
URL Shortener by Zapieror swap with your favorite app
6.Creates lead card
Integrate Pipefy and lead triage workflows to create a lead card mapping contact fields, links, and campaign queue ownership.
Pipefyor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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