1.Detect new opportunity
Integrate Poologics, and lead capture tools, to catch new opportunities and trigger lead verification workflows.
Create lead records across your systems from manual entry
Automatically monitor new opportunities in Poologics and verify lead details across Salesforce, Keap, Google Sheets, and Airtable. Create and update when opportunities are created, leads are submitted, or details are providedβso you can build CRM contacts, tag marketing records, and log tracking rows without manual data entry.
How this automation creates verified lead records
When a new opportunity gets created, manual entry delays lead follow-up and leaves records inconsistent. This automation routes validated lead data to Salesforce and upserts marketing contacts in Keap, Google Sheets, and Airtableβso your team can build verified lead records.
Poologicsor swap with your favorite app
2.Wait three minutes
Integrate Delay by Zapier and automation timing tools to pause processing for three minutes before updates continue.
Delay by Zapieror swap with your favorite app
3.Filter qualifying records
Integrate Filter by Zapier and validation tools to check submitted email exists and contains an @ symbol.
Filter by Zapieror swap with your favorite app
4.Split full name into first and last
Integrate Code by Zapier and data parsing tools to split full name into first and last values for mapping.
Code by Zapieror swap with your favorite app
5.Find or create contact
Integrate Salesforce and CRM contact matching tools to find contact by email or create a new prospect record.
Salesforceor swap with your favorite app
6.Upsert marketing contact
Integrate Keap and marketing contact tools to create or update marketing contact details using the Salesforce ID.
Keapor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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