1.Catches inbound SMS/webhook payload
Integrate Webhooks by Zapier and parsing tools to capture payload fields and map message text, phone, and received timestamp to centralize lead details
When inbound partner SMS or webhook payloads arrive, delays can cause lost claims and slow follow-up. This automation parses message details, upserts lead records, and calls a routing sub-workflowβso your team can respond at the right moment.
Integrate Webhooks by Zapier and parsing tools to capture payload fields and map message text, phone, and received timestamp to centralize lead details
Integrate Filter by Zapier and partner matching rules to evaluate partner numbers or prefixes and continue only for qualifying records to reduce routing noise
Integrate Zapier Tables and contact matching tools to search by phone or email and create a new lead when no match is found to keep your lead table current
Integrate Sub-Zap by Zapier and routing workflows to pass the record ID and message context to route claim and follow-up actions automatically
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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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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