1.Catches incoming hook data
Integrate Webhooks by Zapier and input web forms to route each submission payload into your lead workflow.
Create new lead item and send welcome SMS
Automatically catch lead submissions across Webhooks by Zapier and monday.com, and route incoming data to your lead board. Create and update when submission received, source extracted, or welcome SMS sentβso you can create lead items, preserve context updates, and send instant SMS without manual lead entry.
How this automation accelerates new lead follow-up
When web submissions arrive, leads can wait while reps manually enter details and follow up later. This automation extracts source, creates and updates monday.com items, and sends a welcome SMSβso your team can respond immediately.
Webhooks by Zapieror swap with your favorite app
2.Extracts source from page URL
Integrate Formatter by Zapier and URL parsing tools to extract a source string from the submitted page URL.
Formatter by Zapieror swap with your favorite app
3.Looks up human-friendly source
Integrate Formatter by Zapier and lookup tables to map the extracted source string to a label or default.
4.Creates a new lead item
Integrate monday.com and board workflows to create a lead item and populate contact, source, and status fields.
monday.comor swap with your favorite app
5.Adds the submission comment
Integrate monday.com and board updates to create an item update that preserves the submitter comment for reps.
6.Sends welcome SMS
Integrate inMobile - SMS gateway and messaging templates to send a verified-sender welcome SMS to the lead phone.
inMobile - SMS gatewayor swap with your favorite app
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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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