1.Detect tagged course contact
Integrate Simplero and course contact systems to detect tagged contacts and trigger lead creation.
Create lead from tagged course contact in database
Automatically detect course contact tags across Simplero and Airtable. Create and update when specified tag is added, tag appears on contact, or contact gets taggedβso you can create lead records, move leads to Active, and begin nurture without manual lead setup.
How this automation accelerates lead activation
When course contacts get tagged but leads are not created and staged on time, follow-up slows and nurture starts with incomplete data. This automation monitors tagged contacts, creates and updates Airtable lead records, and advances stages after a 3 day delayβso your team can begin nurture with accurate contact data.
Simpleroor swap with your favorite app
2.Continue only with valid phone
Integrate Filter by Zapier and data validation tools to verify primary phone and mobile exist before continuing.
Filter by Zapieror swap with your favorite app
3.Create lead record in Leads
Integrate Airtable and record management to create a lead entry and map contact fields to the Leads table.
Airtableor swap with your favorite app
4.Wait for 3 days
Integrate Delay by Zapier and scheduling tools to pause for 3 days before advancing the lead stage.
Delay by Zapieror swap with your favorite app
5.Update stage to Active
Integrate Airtable and workflow staging to update the lead stage to Active and clear temporary fields.
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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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