1.Catches QR scan payload
Integrate Webhooks by Zapier and incoming webhooks to receive the QR scan payload for processing.
Create lead records and tasks from postcard QR scans
Automatically catch QR scan payloads across Webhooks by Zapier, Formatter by Zapier, Google Sheets, Follow Up Boss, and Microsoft Outlook. Create and update when QR scan payload arrives, scanned path decodes, or lookup key matchesβso you can create leads, assign follow-up tasks, and notify agents without manual follow-up.
How this automation accelerates postcard lead follow-up
When QR scan payloads arrive, leads and tasks can stall until someone manually cleans data and updates systems. This automation receives scans, normalizes the path, looks up the spreadsheet, creates contacts and action plans, and notifies agentsβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes scanned path
Integrate Formatter by Zapier and text transform to normalize the scanned path and output a cleaned lookup key.
Formatter by Zapieror swap with your favorite app
3.Finds matching spreadsheet row
Integrate Google Sheets and lookup workflows to find the matching row using the cleaned lookup key.
Google Sheetsor swap with your favorite app
4.Creates contact and action plan
Integrate Follow Up Boss and CRM workflow tools to create the contact and apply the follow-up action plan with tasks.
Follow Up Bossor swap with your favorite app
5.Sends email to assigned agents
Integrate Microsoft Outlook and notification tools to send an email with contact details and scan timestamp to owners.
Microsoft Outlookor swap with your favorite app
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