1.Catches incoming eligibility submission
Integrate Webhooks by Zapier and form input systems to receive the raw submission and capture core eligibility fields for routing.
Create lead sheet entry and alert calling team
Automatically capture eligibility submissions across Webhooks by Zapier, Code by Zapier, and Google Sheets. Get instant next-step outreach when eligibility submissions received, category checks pass, or matched categories updateβso you can normalize fields, create lead rows, and alert the calling team and customer without manual lead entry.
How this automation speeds up eligibility follow-up
When eligibility submission data arrives via Catch Hook, delays can cost qualifying opportunities and frustrate follow-up. This automation normalizes inputs and creates lead sheet entries, then notifies the calling team and emails the submitterβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes eligibility inputs
Integrate Code by Zapier and address normalization tools to normalize values and extract matched categories for qualified routing.
Code by Zapieror swap with your favorite app
3.Creates lead sheet entry
Integrate Google Sheets and spreadsheet workflows to create a new row with normalized address, postcode, route, EPC rating, and categories.
Google Sheetsor swap with your favorite app
4.Sends internal calling notification
Integrate Gmail and team email alerts to notify the calling list with qualifying route, EPC rating, and a lead sheet link.
Gmailor swap with your favorite app
5.Sends customer eligibility email
Integrate Gmail and email templates to send the submitter a templated eligibility message with matched categories and next steps.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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