1.Catches new lead payload
Integrate Webhooks by Zapier and automation intake to capture the incoming lead payload for creating a new lead record.
Create lead record and send same-day SMS and call
Automatically capture incoming lead payloads across Webhooks by Zapier and Zapier Tables. Create and update when lead payload arrives, phone number provided, or contact details submittedβso you can create lead records, send same-day SMS, and log call outcomes without manual outreach tracking.
How this automation creates faster first-touch leads
When an inbound lead payload arrives, delays can cause missed conversations and lost momentum. This automation creates a lead record, normalizes the phone number, sends an SMS, attempts one voice call, and updates the table with outcomes so your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Creates new lead record
Integrate Zapier Tables and data mapping tools to create a new lead row and populate contact and intake fields.
Zapier Tablesor swap with your favorite app
3.Normalizes phone to E.164
Integrate Formatter by Zapier and phone validation tools to format the incoming phone into E.164 for messaging and matching.
Formatter by Zapieror swap with your favorite app
4.Sends templated SMS
Integrate Retell AI and messaging templates to send a first-touch SMS to the cleaned phone number.
Retell AIor swap with your favorite app
5.Places one outbound call
Integrate Retell AI and call outcome logging to attempt one outbound voice call and capture call details.
6.Updates lead with outcomes
Integrate Zapier Tables and reporting fields to update attempt count, timestamps, and call outcome or call ID.
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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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