1.Catches incoming lead payload
Integrate Webhooks by Zapier and incoming webhook handling tools to trigger lead capture to store lead payload details.
Create lead rows and notify sales ops
Automatically catch incoming lead payloads across Shopify, Formatter by Zapier, Google Sheets, Textmagic, and Gmail. Create and enrich lead rows and notify reps by SMS and emailβso you can route contacts fast, confirm delivery, and reduce follow-up without manual spreadsheet updates.
How this automation notifies reps and captures leads faster
When incoming webhook lead payloads arrive, leads can stall while reps scramble to update lists and contact information. This automation finds related orders, formats phone numbers, creates shared and backup lead rows, and sends SMS and email notificationsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds order for enrichment
Integrate Shopify and order lookup tools to find Order details to enrich lead fields.
Shopifyor swap with your favorite app
3.Formats and validates phone
Integrate Formatter by Zapier and phone validation tools to format incoming phone numbers to standardize contact info.
Formatter by Zapieror swap with your favorite app
4.Adds lead rows to sheets
Integrate Google Sheets and spreadsheet storage to add rows to a shared lead sheet and internal backup sheet for complete logging.
Google Sheetsor swap with your favorite app
5.Sends SMS to assigned rep
Integrate Textmagic and SMS delivery tools to send messages to assigned reps with the formatted phone and sheet link.
Textmagicor swap with your favorite app
6.Sends confirmation and alerts
Integrate Gmail and email delivery tools to send confirmation emails to leads and notifications to assigned agents with lead context.
Gmailor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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