1.Catches website form payload
Integrate Webhooks by Zapier and form submission handling to receive the website form payload and pass full submission to the workflow.
Create new install leads from website form submissions
Automatically catch website form submissions across Webhooks by Zapier and monday.com. Create and update when install lead payloads include job category or service typeβso you can format phone and email, stamp submissions with a timestamp, and create leads without manual triage.
How this automation routes your install leads
When website form submissions arrive out of sync, install leads can wait and get missed during manual triage. This automation catches the payload, formats contact details, routes by job category and service type, and creates ready-to-triage lead itemsβso your team can move fast.
Webhooks by Zapieror swap with your favorite app
2.Formats phone and email
Integrate Formatter by Zapier and data cleaning to format source phone and extract and clean source email for lead records.
Formatter by Zapieror swap with your favorite app
3.Adds submission timestamp
Integrate Code by Zapier and timestamp generation tools to create a standardized submission timestamp for record creation.
Code by Zapieror swap with your favorite app
4.Routes by job category
Integrate Paths by Zapier and conditional routing logic to route payloads by job category and service type.
Paths by Zapieror swap with your favorite app
5.Creates lead item on board
Integrate monday.com and lead boards to create a Leads board item with contact, location, service, job type, and date.
monday.comor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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