1.Catches incoming inquiry payloads
Integrate Webhooks by Zapier and api endpoints to catch hook data and to trigger standardized lead intake.
Create leads from new inquiries with opt-in flag
Automatically catch incoming inquiry payloads across Webhooks by Zapier and Zapier formatters. Create and route standardized leads when hook requests, inquiry submissions, or payloads include opt-in valuesβso you can normalize lead fields, map opt-in flags, and post intake payloads without manual lead entry.
How this automation routes qualified leads to intake forms
When new inquiry payloads arrive, delays can cause missed follow-up and wrong intake handling. This automation normalizes fields and opt-in values, filters by case type, and posts standardized lead payloadsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes incoming values
Integrate Formatter by Zapier and data cleaning tools to normalize free-text fields and to standardize contact inputs.
Formatter by Zapieror swap with your favorite app
3.Maps opt-in to a boolean
Integrate Formatter by Zapier and lookup tables to map opt-in variations and to produce a true or false flag.
4.Routes by case type
Integrate Filter by Zapier and routing rules to continue only for qualifying records and to split intake paths by category.
Filter by Zapieror swap with your favorite app
5.POSTs lead payload to intake form
Integrate Webhooks by Zapier and api endpoints to POST standardized lead payloads and to send them to the intake form endpoint.
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