1.Catches landing-page submissions
Integrate Webhooks by Zapier and webhooks tools to parse submission fields and route the payload to lead creation.
Create lead row and PDF summary for inquiries
Automatically capture landing-page submissions across Webhooks by Zapier, Smartsheet, and CloudConvert. Create and update when submission payloads arrive, lead rows are created, or PDFs are generatedβso you can speed follow-up, keep context, and reduce reporting gaps without manual follow-up.
How this automation creates broker-ready follow-up
When landing-page submissions come in, follow-up slows as teams manually format leads and context. This automation captures submission payloads and creates Smartsheet rows and PDFs, so your team can respond faster with one-click context.
Webhooks by Zapieror swap with your favorite app
2.Adds lead row to sheet
Integrate Smartsheet and spreadsheet workflows to map submission fields and insert the new row at the top.
Smartsheetor swap with your favorite app
3.Converts summary text to PDF
Integrate CloudConvert and PDF generation tools to convert a formatted summary into a PDF and return its file URL.
CloudConvertor swap with your favorite app
4.Attaches PDF to lead row
Integrate Smartsheet and attachment workflows to attach the generated PDF to the newly created row using the file URL.
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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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