1.Catches landing page submissions
Integrate Webhooks by Zapier and field mapping to map submission fields and to standardize lead payloads.
When raw landing submissions stream in, duplicates and messy phones can delay follow-up. This automation catches submission payloads, formats phone fields, finds CRM matches, and notifies intake and posts cleaned leadsβso your team can respond faster.
Integrate Webhooks by Zapier and field mapping to map submission fields and to standardize lead payloads.
Integrate Formatter by Zapier and text transforms to strip phone punctuation and to output formatted phone.
Integrate Salesforce and CRM lookup tools to search Account and Contact records and to find existing matches.
Integrate Microsoft Outlook and email routing to notify an intake mailbox and to include lead fields and UTM context.
Integrate Webhooks by Zapier and validation endpoints to forward the cleaned payload and to submit it for intake.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.