1.Catches incoming form submissions
Integrate Webhooks by Zapier and web form capture to receive the submission fields and centralize lead payload data.
Create new lead record in board and send SMS
Automatically catch hook form submissions across Webhooks by Zapier, Formatter by Zapier, monday.com, and inMobile - SMS gateway. Create and update lead records and send an intro SMS when new form submission is received, hook fires, or new payload arrivesβso you can capture leads, log notes, and notify reps without manual follow-up.
How this automation accelerates your same-day follow-up
When form submissions arrive without a structured workflow, leads wait and follow-up slips. This automation catches hook submissions, normalizes the source, creates monday.com items with notes, and sends an intro SMSβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Extracts and normalizes the source
Integrate Formatter by Zapier, URL parsing tools, and lookup tables to extract campaign parameters and output a friendly source label.
Formatter by Zapieror swap with your favorite app
3.Creates a new lead item
Integrate monday.com and data mapping tools to create a lead board item and populate name, phone, source, and owner.
monday.comor swap with your favorite app
4.Posts submission notes to the item
Integrate monday.com and activity feeds to create an update in the lead item using mapped submission comment text.
5.Sends an introductory SMS
Integrate inMobile - SMS gateway and SMS templates to send a templated acknowledgement and rep-ready intro to the lead.
inMobile - SMS gatewayor 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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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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