1.Catches new lead events
Integrate WhatConverts and lead intake tools to capture new call, form, chat, and email lead submissions.
Create new lead item from website and calls
Automatically monitor new lead submissions across WhatConverts, Formatter by Zapier, monday.com, and Email by Zapier. Create and update when calls land, forms submit, or chat messages arriveβso you can format lead fields, create enquiry items, and notify staff without manual follow-up.
How this automation accelerates your lead follow-up
When new leads arrive but stay untracked, follow-up slows and opportunities get missed. This automation formats lead fields, deduplicates and creates enquiries in monday.com, and sends inbox notificationsβso your team can respond faster.
WhatConvertsor swap with your favorite app
2.Formats phone and dates
Integrate Formatter by Zapier and data normalization tools to format phone numbers and normalize created dates.
Formatter by Zapieror swap with your favorite app
3.Finds matching enquiry items
Integrate monday.com and CRM lookup tools to search the enquiries board and avoid duplicate leads by email or phone.
monday.comor swap with your favorite app
4.Creates new enquiry items
Integrate monday.com and record mapping tools to create a new board item and map lead fields to columns.
5.Notifies staff with lead details
Integrate Email by Zapier and notification inbox tools to send item links and brief lead summaries to the configured recipients.
Email by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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