1.Catches hook and maps submission fields
Integrate Webhooks by Zapier and data mapping tools to extract submission data and map name, email, phone, source, and owner fields.
Create master lead row from consultation start webhook
Automatically catch consultation start webhook payloads across Webhooks by Zapier and Formatter by Zapier. Create and update a master lead row when consultation starts, webhook payloads arrive, or submission ids are receivedβso you can validate phone, standardize dates, and add leads to your sheet without manual data entry.
How this automation creates a master lead record
When consultation start payloads reach your webhook, manual entry can create inconsistent lead records. This automation catches submissions, normalizes phone and dates, and creates a master worksheet rowβso your team can keep lead data ready for follow-up.
Webhooks by Zapieror swap with your favorite app
2.Formats and validates phone number
Integrate Formatter by Zapier and phone normalization tools to format and validate the incoming phone number to a normalized output.
Formatter by Zapieror swap with your favorite app
3.Formats submission timestamp
Integrate Formatter by Zapier and reporting date tools to format the received timestamp into a consistent date output.
4.Creates spreadsheet row in master worksheet
Integrate Google Sheets and spreadsheet sync tools to create a master lead row with mapped columns and default status fields.
Google Sheetsor swap with your favorite app
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Step 1
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Define the trigger
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Step 3
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